+658.6%
ONTO vs ALLE
+50.8%
+607.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.5% |
| 7D | -1.0% | -0.2% | -0.8% | -0.8% |
| 30D | -2.9% | -6.8% | +3.9% | +2.0% |
| 3M | -2.5% | +21.0% | -23.5% | -15.8% |
| 6M | +28.2% | +1.1% | +27.1% | +25.8% |
| YTD | +69.8% | -0.5% | +70.3% | +66.5% |
| 1Y | +162.9% | -7.3% | +170.1% | +170.6% |
| 3Y | +95.9% | +42.3% | +53.7% | +43.3% |
| 5Y | +244.5% | +13.5% | +231.0% | +191.4% |
| All | +658.6% | +50.8% | +607.8% | +478.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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