+449.2%
ONTO vs EME
+652.0%
-202.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +7.3% | +4.7% | +6.1% |
| 7D | +1.4% | -4.4% | +5.8% | +6.2% |
| 30D | -34.1% | -17.3% | -16.9% | -22.1% |
| 3M | -37.1% | -20.0% | -17.0% | -23.3% |
| 6M | -31.8% | -29.1% | -2.8% | -7.3% |
| YTD | +22.9% | +6.9% | +16.0% | +24.7% |
| 1Y | +39.5% | +0.8% | +38.7% | +47.6% |
| 3Y | +57.7% | +214.4% | -156.7% | -27.1% |
| 5Y | +115.8% | +404.2% | -288.4% | -28.1% |
| All | +449.2% | +652.0% | -202.8% | +41.2% |
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