+842.2%
LITE vs ONTO
+390.5%
+451.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +11.1% | -5.4% | -0.9% |
| 7D | -35.9% | -14.0% | -21.9% | -29.3% |
| 30D | -51.5% | -43.1% | -8.5% | -31.6% |
| 3M | -35.7% | -35.5% | -0.2% | -15.6% |
| 6M | -43.0% | -41.1% | -1.9% | -21.1% |
| YTD | +46.1% | +9.8% | +36.4% | +46.8% |
| 1Y | +124.7% | +31.5% | +93.2% | +106.9% |
| 3Y | +1,172.1% | +45.2% | +1,126.9% | +947.2% |
| 5Y | +477.0% | +86.7% | +390.3% | +289.8% |
| All | +842.2% | +390.5% | +451.8% | +228.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling