+256.3%
MAR vs ONTO
+508.7%
-252.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.9% | -8.7% | -1.8% |
| 7D | +1.0% | +16.4% | -15.3% | -3.2% |
| 30D | +16.2% | -21.4% | +37.7% | +21.2% |
| 3M | +23.1% | -32.7% | +55.8% | +31.8% |
| 6M | +22.0% | -25.2% | +47.2% | +22.0% |
| YTD | +39.2% | +36.2% | +2.9% | +15.3% |
| 1Y | +48.3% | +61.2% | -12.9% | +16.4% |
| 3Y | +123.4% | +58.7% | +64.7% | +52.6% |
| 5Y | +185.4% | +143.6% | +41.7% | +51.3% |
| All | +256.3% | +508.7% | -252.4% | +11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling