+173.2%
MAR vs ONTO
+661.2%
-488.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.1% |
| 7D | -2.1% | +6.5% | -8.6% | -3.7% |
| 30D | -5.7% | -15.9% | +10.3% | -2.1% |
| 3M | -14.6% | -0.2% | -14.5% | -18.3% |
| 6M | +1.3% | +38.7% | -37.4% | -12.9% |
| YTD | +6.7% | +70.4% | -63.7% | -14.4% |
| 1Y | +26.4% | +153.6% | -127.2% | -11.3% |
| 3Y | +64.7% | +109.2% | -44.4% | +6.1% |
| 5Y | +153.1% | +249.7% | -96.7% | +21.6% |
| All | +173.2% | +661.2% | -488.0% | -17.4% |
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