+162.9%
ONTO vs EXEL
+59.2%
+103.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | -1.0% | +8.4% | -9.4% | -2.2% |
| 30D | -2.9% | +4.1% | -7.0% | -3.5% |
| 3M | -2.5% | +12.4% | -14.9% | -4.2% |
| 6M | +28.2% | +41.5% | -13.3% | +20.8% |
| YTD | +69.8% | +34.6% | +35.1% | +61.0% |
| 1Y | +162.9% | +57.9% | +105.0% | +145.6% |
| All | +162.9% | +59.2% | +103.7% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling