+99.7%
ONTO vs ESI
+79.8%
+19.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.2% | +3.2% |
| 7D | -1.0% | +3.3% | -4.4% | -4.2% |
| 30D | -2.9% | -5.9% | +3.0% | +3.8% |
| 3M | -2.5% | -14.1% | +11.6% | +17.3% |
| 6M | +28.2% | +6.6% | +21.6% | +26.2% |
| YTD | +69.8% | +45.0% | +24.8% | +24.0% |
| 1Y | +162.9% | +41.5% | +121.4% | +96.5% |
| All | +99.7% | +79.8% | +19.9% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling