+30.7%
ONTO vs EXEL
+227.0%
-196.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.6% | -10.0% | -15.0% |
| 7D | -29.7% | +3.8% | -33.5% | -29.8% |
| 30D | -50.3% | +17.8% | -68.1% | -51.0% |
| 3M | -43.5% | +21.2% | -64.7% | -44.5% |
| 6M | -48.9% | +54.7% | -103.5% | -51.3% |
| YTD | -1.2% | +56.8% | -57.9% | -6.3% |
| 1Y | +14.9% | +70.2% | -55.3% | +8.0% |
| All | +30.7% | +227.0% | -196.4% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling