+508.7%
ONTO vs ED
+64.8%
+443.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.1% | +9.0% | +8.9% |
| 7D | +16.4% | -0.9% | +17.3% | +16.3% |
| 30D | -21.4% | +11.2% | -32.6% | -21.1% |
| 3M | -32.7% | +11.8% | -44.5% | -32.4% |
| 6M | -25.2% | +14.1% | -39.3% | -25.0% |
| YTD | +36.2% | +23.0% | +13.3% | +35.8% |
| 1Y | +61.2% | +23.7% | +37.5% | +60.6% |
| 3Y | +58.7% | +47.7% | +10.9% | +47.5% |
| 5Y | +143.6% | +82.6% | +61.0% | +106.4% |
| All | +508.7% | +64.8% | +443.9% | +413.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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