+1,257.5%
LLY vs ONTO
+449.2%
+808.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +12.0% | -7.7% | +3.4% |
| 7D | +0.1% | +1.4% | -1.3% | -0.2% |
| 30D | +19.7% | -34.1% | +53.8% | +23.0% |
| 3M | +19.3% | -37.1% | +56.3% | +22.4% |
| 6M | +49.3% | -31.8% | +81.2% | +50.0% |
| YTD | +32.0% | +22.9% | +9.1% | +23.2% |
| 1Y | +53.7% | +39.5% | +14.2% | +41.1% |
| 3Y | +143.7% | +57.7% | +86.1% | +111.9% |
| 5Y | +463.9% | +115.8% | +348.1% | +356.4% |
| All | +1,257.5% | +449.2% | +808.2% | +754.6% |
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 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