+992.8%
LITE vs ONTO
+493.5%
+499.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -2.1% |
| 7D | +22.6% | +34.4% | -11.9% | +2.9% |
| 30D | -36.8% | -20.4% | -16.3% | -26.6% |
| 3M | -33.0% | -37.8% | +4.8% | -10.2% |
| 6M | -37.1% | -24.6% | -12.5% | -24.4% |
| YTD | +69.5% | +32.8% | +36.6% | +52.5% |
| 1Y | +146.1% | +54.7% | +91.4% | +106.0% |
| 3Y | +1,440.8% | +54.7% | +1,386.1% | +1,107.8% |
| 5Y | +580.4% | +134.0% | +446.4% | +304.7% |
| All | +992.8% | +493.5% | +499.3% | +240.8% |
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