+140.8%
LLY vs ONTO
+51.5%
+89.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.1% | +1.4% |
| 7D | +6.7% | +17.5% | -10.8% | +6.1% |
| 30D | +19.6% | -15.7% | +35.2% | +20.0% |
| 3M | +19.7% | -39.7% | +59.4% | +21.6% |
| 6M | +42.7% | -26.5% | +69.2% | +41.7% |
| YTD | +35.1% | +29.0% | +6.1% | +25.7% |
| 1Y | +42.2% | +57.0% | -14.8% | +29.1% |
| 3Y | +140.8% | +50.0% | +90.8% | +129.9% |
| All | +140.8% | +51.5% | +89.3% | +129.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling