+459.0%
ONTO vs EXEL
+306.3%
+152.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.2% |
| 7D | -2.4% | -2.4% | 0.0% | -1.6% |
| 30D | -32.9% | +17.9% | -50.8% | -35.5% |
| 3M | -32.2% | +33.3% | -65.5% | -37.0% |
| 6M | -30.6% | +46.6% | -77.2% | -37.3% |
| YTD | +25.1% | +61.0% | -35.9% | +9.8% |
| 1Y | +40.0% | +70.4% | -30.4% | +20.8% |
| 3Y | +45.7% | +236.1% | -190.4% | -0.5% |
| 5Y | +128.8% | +284.8% | -156.1% | +46.8% |
| All | +459.0% | +306.3% | +152.7% | +211.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling