+50.0%
ONTO vs EVRG
+104.1%
-54.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -2.6% |
| 7D | +17.5% | +1.4% | +16.1% | +18.2% |
| 30D | -15.7% | +7.4% | -23.0% | -12.9% |
| 3M | -39.7% | +7.2% | -46.9% | -37.8% |
| 6M | -26.5% | +9.5% | -36.0% | -23.4% |
| YTD | +29.0% | +25.6% | +3.4% | +41.3% |
| 1Y | +57.0% | +20.4% | +36.6% | +69.4% |
| 3Y | +50.0% | +108.8% | -58.8% | +111.5% |
| All | +50.0% | +104.1% | -54.1% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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