+508.7%
ONTO vs ESI
+242.3%
+266.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.0% | +4.9% | +5.4% |
| 7D | +16.4% | +1.8% | +14.5% | +15.9% |
| 30D | -21.4% | -6.6% | -14.9% | -15.0% |
| 3M | -32.7% | -9.4% | -23.4% | -24.7% |
| 6M | -25.2% | -24.1% | -1.1% | -0.3% |
| YTD | +36.2% | +37.1% | -0.9% | +12.6% |
| 1Y | +61.2% | +24.5% | +36.6% | +43.3% |
| 3Y | +58.7% | +83.2% | -24.5% | +6.4% |
| 5Y | +143.6% | +44.0% | +99.7% | +93.6% |
| All | +508.7% | +242.3% | +266.4% | +185.7% |
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