+31.4%
OMC vs ONTO
+696.1%
-664.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.1% | -1.3% |
| 7D | -4.4% | +4.9% | -9.3% | -5.1% |
| 30D | -7.6% | -16.6% | +9.0% | -5.3% |
| 3M | +4.5% | -7.3% | +11.9% | +3.1% |
| 6M | -0.3% | +45.9% | -46.2% | -10.7% |
| YTD | -0.1% | +78.2% | -78.3% | -14.6% |
| 1Y | +4.6% | +159.8% | -155.2% | -18.3% |
| 3Y | +10.5% | +123.4% | -113.0% | -20.1% |
| 5Y | +31.7% | +265.8% | -234.1% | -22.6% |
| All | +31.4% | +696.1% | -664.7% | -48.9% |
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