-26.4%
NOW vs ONTO
+84.2%
-110.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.1% | -11.5% | -2.3% |
| 7D | -3.0% | -14.0% | +11.0% | -0.8% |
| 30D | -26.0% | -43.1% | +17.0% | -19.1% |
| 3M | -13.1% | -35.5% | +22.4% | -8.5% |
| 6M | +14.5% | -41.1% | +55.6% | +17.8% |
| YTD | -33.4% | +9.8% | -43.2% | -44.5% |
| 1Y | -40.6% | +31.5% | -72.2% | -53.6% |
| 3Y | -16.3% | +45.2% | -61.5% | -49.0% |
| All | -26.4% | +84.2% | -110.6% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling