+695.7%
ONTO vs EME
+790.0%
-94.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +2.9% |
| 7D | +9.7% | +5.2% | +4.5% | +5.5% |
| 30D | -8.8% | -5.4% | -3.5% | -4.3% |
| 3M | +4.5% | -6.1% | +10.6% | +12.2% |
| 6M | +56.4% | +9.7% | +46.8% | +51.1% |
| YTD | +78.1% | +26.6% | +51.5% | +55.5% |
| 1Y | +171.3% | +24.6% | +146.6% | +133.8% |
| 3Y | +118.7% | +249.6% | -130.9% | -9.4% |
| 5Y | +269.4% | +556.6% | -287.2% | 0.0% |
| All | +695.7% | +790.0% | -94.4% | +76.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling