+225.2%
META vs ONTO
+390.5%
-165.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.1% | -10.2% | -2.2% |
| 7D | -0.8% | -14.0% | +13.2% | +2.7% |
| 30D | -15.4% | -43.1% | +27.7% | -2.6% |
| 3M | +3.5% | -35.5% | +39.0% | +13.1% |
| 6M | -0.3% | -41.1% | +40.8% | +7.6% |
| YTD | -7.3% | +9.8% | -17.1% | -19.7% |
| 1Y | -1.1% | +31.5% | -32.6% | -19.7% |
| 3Y | +95.1% | +45.2% | +49.9% | +32.1% |
| 5Y | +80.6% | +86.7% | -6.1% | +5.2% |
| All | +225.2% | +390.5% | -165.2% | +26.6% |
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