+390.5%
ONTO vs ES
+6.6%
+383.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.9% | +14.0% | +11.5% |
| 7D | -14.0% | +1.9% | -15.9% | -14.4% |
| 30D | -43.1% | +7.1% | -50.1% | -43.9% |
| 3M | -35.5% | -1.9% | -33.6% | -35.5% |
| 6M | -41.1% | +4.4% | -45.4% | -42.0% |
| YTD | +9.8% | +7.3% | +2.5% | +7.1% |
| 1Y | +31.5% | +2.1% | +29.4% | +29.1% |
| 3Y | +45.2% | +41.8% | +3.3% | +26.3% |
| 5Y | +86.7% | +1.4% | +85.3% | +81.2% |
| All | +390.5% | +6.6% | +383.8% | +392.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 10y: compounded portfolio wealth divided by compounded ES 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…
10y analysis · Full analysis span regression · 6 months rolling