+43.1%
ONTO vs EME
-3.1%
+46.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -9.6% | +1.0% | +2.5% |
| 7D | -17.4% | -5.8% | -11.6% | -11.6% |
| 30D | -43.2% | -17.9% | -25.3% | -28.8% |
| 3M | -35.7% | -22.0% | -13.7% | -13.5% |
| 6M | -38.3% | -29.7% | -8.6% | -4.2% |
| YTD | +17.1% | +4.7% | +12.4% | +21.4% |
| 1Y | +43.1% | -2.1% | +45.3% | +59.6% |
| All | +43.1% | -3.1% | +46.2% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 1y: compounded portfolio wealth divided by compounded EME 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…
1y analysis · Full analysis span regression · 6 months rolling