+390.5%
ONTO vs ED
+63.9%
+326.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.4% | +13.5% | +10.9% |
| 7D | -14.0% | +1.6% | -15.7% | -13.9% |
| 30D | -43.1% | +13.3% | -56.4% | -42.8% |
| 3M | -35.5% | +9.7% | -45.2% | -35.2% |
| 6M | -41.1% | +12.8% | -53.9% | -40.9% |
| YTD | +9.8% | +22.3% | -12.5% | +9.4% |
| 1Y | +31.5% | +26.3% | +5.2% | +30.7% |
| 3Y | +45.2% | +45.0% | +0.1% | +35.5% |
| 5Y | +86.7% | +80.2% | +6.5% | +58.6% |
| All | +390.5% | +63.9% | +326.5% | +313.7% |
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