+110.0%
NOW vs ONTO
+508.7%
-398.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.9% | -5.7% | +1.3% |
| 7D | -5.6% | +16.4% | -21.9% | -9.0% |
| 30D | -26.8% | -21.4% | -5.3% | -23.7% |
| 3M | -19.4% | -32.7% | +13.3% | -14.5% |
| 6M | +12.3% | -25.2% | +37.5% | +10.8% |
| YTD | -32.9% | +36.2% | -69.2% | -46.7% |
| 1Y | -40.3% | +61.2% | -101.5% | -55.3% |
| 3Y | -19.1% | +58.7% | -77.7% | -47.8% |
| 5Y | -24.4% | +143.6% | -168.0% | -61.2% |
| All | +110.0% | +508.7% | -398.7% | -28.6% |
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