+63.3%
LIN vs ONTO
+84.2%
-20.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.1% | -12.2% | -2.1% |
| 7D | +0.2% | -14.0% | +14.2% | +1.2% |
| 30D | +6.5% | -43.1% | +49.5% | +11.3% |
| 3M | +5.5% | -35.5% | +41.0% | +8.3% |
| 6M | +3.3% | -41.1% | +44.4% | +5.7% |
| YTD | +22.0% | +9.8% | +12.3% | +14.4% |
| 1Y | +25.7% | +31.5% | -5.8% | +14.8% |
| 3Y | +36.2% | +45.2% | -8.9% | +10.3% |
| All | +63.3% | +84.2% | -20.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling