+154.1%
MAR vs ONTO
+268.0%
-113.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.0% |
| 7D | -0.5% | +9.4% | -9.9% | -2.1% |
| 30D | -4.7% | -4.4% | -0.2% | -4.4% |
| 3M | -15.6% | +1.6% | -17.2% | -18.5% |
| 6M | +1.2% | +45.3% | -44.0% | -10.5% |
| YTD | +7.5% | +76.4% | -68.9% | -9.5% |
| 1Y | +26.6% | +167.2% | -140.5% | -4.1% |
| 3Y | +66.0% | +116.6% | -50.6% | +17.8% |
| 5Y | +154.1% | +263.7% | -109.6% | +46.8% |
| All | +154.1% | +268.0% | -113.9% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling