+64.6%
MAR vs ONTO
+118.2%
-53.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.2% | -2.9% |
| 7D | -1.7% | +9.7% | -11.4% | -2.9% |
| 30D | -6.9% | -8.8% | +1.9% | -6.2% |
| 3M | -15.8% | +4.5% | -20.3% | -18.3% |
| 6M | +1.9% | +56.4% | -54.5% | -8.2% |
| YTD | +6.6% | +78.1% | -71.5% | -6.5% |
| 1Y | +23.7% | +171.3% | -147.6% | 0.0% |
| 3Y | +64.6% | +118.7% | -54.1% | +28.2% |
| All | +64.6% | +118.2% | -53.6% | +28.2% |
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