+47.8%
OMC vs ONTO
+476.3%
-428.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.2% | +1.7% |
| 7D | +1.9% | +17.5% | -15.6% | -0.5% |
| 30D | +12.2% | -15.7% | +27.9% | +13.9% |
| 3M | +0.6% | -39.7% | +40.3% | +6.5% |
| 6M | +21.0% | -26.5% | +47.5% | +20.8% |
| YTD | +12.4% | +29.0% | -16.6% | -0.8% |
| 1Y | +25.4% | +57.0% | -31.5% | +6.2% |
| 3Y | +29.2% | +50.0% | -20.8% | -0.9% |
| 5Y | +52.6% | +127.3% | -74.7% | -2.4% |
| All | +47.8% | +476.3% | -428.5% | -40.6% |
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