+980.5%
LLY vs ONTO
+695.7%
+284.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.9% | -7.1% | -2.6% |
| 7D | -3.1% | +9.7% | -12.8% | -3.9% |
| 30D | -5.1% | -8.8% | +3.7% | -4.7% |
| 3M | -2.1% | +4.5% | -6.6% | -4.1% |
| 6M | +13.8% | +56.4% | -42.6% | +6.2% |
| YTD | +5.1% | +78.1% | -73.0% | -4.0% |
| 1Y | +53.1% | +171.3% | -118.1% | +32.4% |
| 3Y | +95.6% | +118.7% | -23.0% | +67.2% |
| 5Y | +361.5% | +269.4% | +92.1% | +255.4% |
| All | +980.5% | +695.7% | +284.9% | +565.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling