+259.0%
ON vs ONTO
+696.1%
-437.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.6% | +3.9% | +5.6% |
| 7D | +2.4% | +4.9% | -2.6% | -0.9% |
| 30D | -8.6% | -16.6% | +8.0% | +1.6% |
| 3M | -34.3% | -7.3% | -27.0% | -34.0% |
| 6M | +28.5% | +45.9% | -17.4% | -5.4% |
| YTD | +40.6% | +78.2% | -37.6% | -11.0% |
| 1Y | +55.3% | +159.8% | -104.5% | -25.4% |
| 3Y | -22.2% | +123.4% | -145.6% | -67.5% |
| 5Y | +62.4% | +265.8% | -203.4% | -56.9% |
| All | +259.0% | +696.1% | -437.1% | -58.6% |
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