+54.5%
ONTO vs EME
+217.7%
-163.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | +34.4% | +11.3% | +23.1% | +22.0% |
| 30D | -20.4% | -14.6% | -5.9% | -6.3% |
| 3M | -37.8% | -20.4% | -17.4% | -21.7% |
| 6M | -24.6% | -28.3% | +3.7% | +5.9% |
| YTD | +32.8% | +8.6% | +24.3% | +33.4% |
| 1Y | +54.7% | +3.2% | +51.5% | +61.4% |
| All | +54.5% | +217.7% | -163.3% | -31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling