+45.2%
ONTO vs EFV
+84.2%
-39.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.4% | +12.5% | +13.2% |
| 7D | -14.0% | -0.7% | -13.4% | -13.6% |
| 30D | -43.1% | +0.9% | -44.0% | -44.1% |
| 3M | -35.5% | -3.6% | -32.0% | -32.2% |
| 6M | -41.1% | +2.5% | -43.6% | -43.2% |
| YTD | +9.8% | +13.2% | -3.4% | -8.4% |
| 1Y | +31.5% | +20.3% | +11.2% | +0.4% |
| 3Y | +45.2% | +84.9% | -39.8% | -30.1% |
| All | +45.2% | +84.2% | -39.1% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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