+99.8%
LOW vs ONTO
+696.1%
-596.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.7% |
| 7D | -3.7% | +4.9% | -8.7% | -4.6% |
| 30D | -8.9% | -16.6% | +7.8% | -6.2% |
| 3M | -10.4% | -7.3% | -3.1% | -11.6% |
| 6M | -19.4% | +45.9% | -65.3% | -28.6% |
| YTD | -17.1% | +78.2% | -95.3% | -30.1% |
| 1Y | -26.3% | +159.8% | -186.1% | -43.5% |
| 3Y | -9.9% | +123.4% | -133.3% | -37.0% |
| 5Y | +6.1% | +265.8% | -259.7% | -40.9% |
| All | +99.8% | +696.1% | -596.3% | -32.0% |
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