+459.0%
ONTO vs ALLE
+82.5%
+376.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | -2.4% | +0.1% | -2.5% | -2.2% |
| 30D | -32.9% | +25.9% | -58.9% | -43.4% |
| 3M | -32.2% | +14.9% | -47.1% | -39.2% |
| 6M | -30.6% | +42.1% | -72.7% | -47.1% |
| YTD | +25.1% | +20.4% | +4.7% | +6.1% |
| 1Y | +40.0% | +14.9% | +25.2% | +22.7% |
| 3Y | +45.7% | +90.1% | -44.4% | -14.4% |
| 5Y | +128.8% | +53.0% | +75.8% | +55.8% |
| All | +459.0% | +82.5% | +376.6% | +268.7% |
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