+130.7%
ONTO vs EME
+410.0%
-279.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.4% |
| 7D | +17.5% | +8.4% | +9.1% | +9.5% |
| 30D | -15.7% | -11.5% | -4.2% | -4.2% |
| 3M | -39.7% | -20.6% | -19.1% | -24.0% |
| 6M | -26.5% | -28.5% | +2.0% | +3.4% |
| YTD | +29.0% | +8.0% | +21.0% | +29.2% |
| 1Y | +57.0% | +6.8% | +50.2% | +58.3% |
| 3Y | +50.0% | +213.9% | -163.9% | -44.2% |
| All | +130.7% | +410.0% | -279.3% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling