+215.1%
NDAQ vs ONTO
+688.0%
-472.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -1.6% | +9.4% | -10.9% | -2.8% |
| 30D | -1.5% | -4.4% | +3.0% | -1.2% |
| 3M | +8.0% | +1.6% | +6.4% | +5.1% |
| 6M | +7.7% | +45.3% | -37.5% | -2.6% |
| YTD | -2.3% | +76.4% | -78.7% | -15.3% |
| 1Y | +0.6% | +167.2% | -166.6% | -20.0% |
| 3Y | +90.9% | +116.6% | -25.6% | +43.6% |
| 5Y | +52.5% | +263.7% | -211.3% | -5.3% |
| All | +215.1% | +688.0% | -472.9% | +34.6% |
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