+238.0%
ONTO vs ARWR
+28.5%
+209.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.3% | +6.2% |
| 7D | -1.0% | +1.7% | -2.7% | -1.5% |
| 30D | -2.9% | -0.7% | -2.2% | -2.7% |
| 3M | -2.5% | +14.9% | -17.3% | -6.5% |
| 6M | +28.2% | +32.6% | -4.4% | +17.9% |
| YTD | +69.8% | +30.0% | +39.7% | +55.9% |
| 1Y | +162.9% | +208.4% | -45.5% | +90.3% |
| 3Y | +95.9% | +208.8% | -112.9% | +24.1% |
| All | +238.0% | +28.5% | +209.5% | +165.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling