+9.7%
O vs ONTO
+52.3%
-42.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.1% | -0.9% |
| 7D | -0.4% | +17.5% | -17.9% | +0.4% |
| 30D | +7.1% | -15.7% | +22.8% | +6.7% |
| 3M | -5.2% | -39.7% | +34.5% | -6.5% |
| 6M | -1.8% | -26.5% | +24.7% | -2.8% |
| YTD | +9.1% | +29.0% | -19.9% | +9.6% |
| 1Y | +9.7% | +57.0% | -47.3% | +12.2% |
| All | +9.7% | +52.3% | -42.6% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling