+232.7%
LITE vs ONTO
+46.1%
+186.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -8.7% | +0.8% | -0.3% |
| 7D | -31.4% | -17.4% | -14.1% | -18.7% |
| 30D | -42.6% | -43.2% | +0.6% | -6.2% |
| 3M | -26.2% | -35.7% | +9.5% | +7.7% |
| 6M | -35.8% | -38.3% | +2.5% | -4.6% |
| YTD | +70.0% | +17.1% | +53.0% | +34.2% |
| 1Y | +232.7% | +43.1% | +189.6% | +103.6% |
| All | +232.7% | +46.1% | +186.6% | +103.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling