+235.0%
ON vs ONTO
+476.3%
-241.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.7% | -1.8% |
| 7D | +12.2% | +17.5% | -5.3% | +1.3% |
| 30D | -3.1% | -15.7% | +12.5% | +5.7% |
| 3M | -12.9% | -39.7% | +26.9% | +15.6% |
| 6M | -38.6% | -26.5% | -12.1% | -30.8% |
| YTD | +31.2% | +29.0% | +2.2% | -0.9% |
| 1Y | +47.6% | +57.0% | -9.3% | -2.7% |
| 3Y | +6.6% | +50.0% | -43.4% | -43.3% |
| 5Y | +21.3% | +127.3% | -106.0% | -56.4% |
| All | +235.0% | +476.3% | -241.3% | -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