+264.5%
NDAQ vs ONTO
+493.5%
-228.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.6% |
| 7D | +1.7% | +34.4% | -32.7% | -2.2% |
| 30D | +16.2% | -20.4% | +36.7% | +18.8% |
| 3M | +14.0% | -37.8% | +51.8% | +19.8% |
| 6M | +22.3% | -24.6% | +46.8% | +21.9% |
| YTD | +13.0% | +32.8% | -19.8% | +0.6% |
| 1Y | +24.0% | +54.7% | -30.7% | +7.2% |
| 3Y | +117.1% | +54.7% | +62.4% | +70.5% |
| 5Y | +67.5% | +134.0% | -66.5% | +11.8% |
| All | +264.5% | +493.5% | -228.9% | +59.9% |
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