+99.7%
ONTO vs ALLE
+42.6%
+57.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.6% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -2.9% | -6.8% | +3.9% | +1.0% |
| 3M | -2.5% | +21.0% | -23.5% | -13.4% |
| 6M | +28.2% | +1.1% | +27.1% | +27.0% |
| YTD | +69.8% | -0.5% | +70.3% | +67.5% |
| 1Y | +162.9% | -7.3% | +170.1% | +171.5% |
| All | +99.7% | +42.6% | +57.2% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling