+259.4%
NDAQ vs ONTO
+390.5%
-131.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +11.1% | -10.8% | -1.1% |
| 7D | +0.8% | -14.0% | +14.9% | +2.4% |
| 30D | +16.5% | -43.1% | +59.6% | +24.5% |
| 3M | +13.5% | -35.5% | +49.0% | +18.2% |
| 6M | +20.9% | -41.1% | +62.0% | +24.8% |
| YTD | +11.4% | +9.8% | +1.6% | +1.8% |
| 1Y | +25.9% | +31.5% | -5.6% | +11.0% |
| 3Y | +119.9% | +45.2% | +74.7% | +71.6% |
| 5Y | +61.7% | +86.7% | -25.0% | +11.8% |
| All | +259.4% | +390.5% | -131.1% | +61.7% |
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