+45.2%
ONTO vs EOSE
-16.7%
+61.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -7.4% | +18.5% | +12.3% |
| 7D | -14.0% | -7.9% | -6.1% | -13.1% |
| 30D | -43.1% | -43.9% | +0.8% | -37.9% |
| 3M | -35.5% | -55.8% | +20.3% | -27.3% |
| 6M | -41.1% | -73.4% | +32.3% | -29.4% |
| YTD | +9.8% | -84.8% | +94.6% | +37.3% |
| 1Y | +31.5% | -88.6% | +120.1% | +68.7% |
| 3Y | +45.2% | -2.8% | +48.0% | +35.2% |
| All | +45.2% | -16.7% | +61.9% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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