+228.2%
ON vs ONTO
+459.0%
-230.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.4% |
| 7D | -4.1% | -2.4% | -1.7% | -3.6% |
| 30D | -10.2% | -32.9% | +22.7% | +12.9% |
| 3M | -12.7% | -32.2% | +19.5% | +6.9% |
| 6M | -32.5% | -30.6% | -1.9% | -21.0% |
| YTD | +28.6% | +25.1% | +3.4% | -1.0% |
| 1Y | +43.4% | +40.0% | +3.4% | +1.8% |
| 3Y | +3.3% | +45.7% | -42.4% | -44.0% |
| 5Y | +22.5% | +128.8% | -106.3% | -56.4% |
| All | +228.2% | +459.0% | -230.8% | -54.0% |
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