+110.0%
NOW vs ONTO
+449.2%
-339.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.2% | -1.7% |
| 7D | -3.1% | +1.4% | -4.4% | -3.9% |
| 30D | -27.0% | -34.1% | +7.1% | -21.2% |
| 3M | -17.7% | -37.1% | +19.3% | -11.6% |
| 6M | +12.7% | -31.8% | +44.5% | +13.3% |
| YTD | -32.9% | +22.9% | -55.8% | -45.5% |
| 1Y | -40.4% | +39.5% | -79.9% | -53.8% |
| 3Y | -17.1% | +57.7% | -74.8% | -47.5% |
| 5Y | -25.7% | +115.8% | -141.5% | -60.8% |
| All | +110.0% | +449.2% | -339.3% | -27.0% |
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