+390.5%
ONTO vs ESI
+215.2%
+175.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.9% | +9.2% | +9.4% |
| 7D | -14.0% | -8.5% | -5.5% | -6.1% |
| 30D | -43.1% | -15.7% | -27.4% | -32.9% |
| 3M | -35.5% | -18.2% | -17.3% | -21.5% |
| 6M | -41.1% | -28.8% | -12.2% | -17.1% |
| YTD | +9.8% | +26.3% | -16.5% | -2.9% |
| 1Y | +31.5% | +18.2% | +13.3% | +22.3% |
| 3Y | +45.2% | +68.1% | -22.9% | +4.5% |
| 5Y | +86.7% | +28.8% | +57.9% | +61.5% |
| All | +390.5% | +215.2% | +175.3% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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