+390.5%
ONTO vs EVRG
+81.3%
+309.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.1% | +10.9% | +11.0% |
| 7D | -14.0% | +1.9% | -15.9% | -14.6% |
| 30D | -43.1% | +9.0% | -52.1% | -44.7% |
| 3M | -35.5% | +6.3% | -41.8% | -36.8% |
| 6M | -41.1% | +9.9% | -51.0% | -43.1% |
| YTD | +9.8% | +23.8% | -14.1% | +1.7% |
| 1Y | +31.5% | +19.9% | +11.6% | +23.0% |
| 3Y | +45.2% | +94.3% | -49.1% | +11.1% |
| 5Y | +86.7% | +64.6% | +22.1% | +50.8% |
| All | +390.5% | +81.3% | +309.1% | +304.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling