+658.6%
ONTO vs EME
+768.1%
-109.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +4.8% |
| 7D | -1.0% | +1.9% | -2.9% | -2.4% |
| 30D | -2.9% | -8.3% | +5.4% | +4.5% |
| 3M | -2.5% | -10.7% | +8.3% | +9.0% |
| 6M | +28.2% | +1.9% | +26.3% | +31.0% |
| YTD | +69.8% | +23.5% | +46.3% | +51.1% |
| 1Y | +162.9% | +18.0% | +144.9% | +136.0% |
| 3Y | +95.9% | +236.1% | -140.2% | -16.5% |
| 5Y | +244.5% | +527.9% | -283.4% | -3.9% |
| All | +658.6% | +768.1% | -109.6% | +71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling