+238.0%
ONTO vs EOSE
-71.7%
+309.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.9% | -4.7% | +4.6% |
| 7D | -1.0% | +19.0% | -20.0% | -3.6% |
| 30D | -2.9% | +1.6% | -4.5% | -3.4% |
| 3M | -2.5% | -52.0% | +49.5% | +6.6% |
| 6M | +28.2% | -42.5% | +70.7% | +35.0% |
| YTD | +69.8% | -66.1% | +135.9% | +87.2% |
| 1Y | +162.9% | -47.1% | +210.0% | +170.7% |
| 3Y | +95.9% | +0.8% | +95.2% | +67.6% |
| All | +238.0% | -71.7% | +309.7% | +209.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling