+45.2%
ONTO vs EXEL
+231.1%
-186.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.3% | +9.8% | +10.9% |
| 7D | -14.0% | +0.3% | -14.3% | -13.9% |
| 30D | -43.1% | +19.0% | -62.1% | -44.0% |
| 3M | -35.5% | +33.3% | -68.8% | -37.4% |
| 6M | -41.1% | +42.9% | -83.9% | -43.4% |
| YTD | +9.8% | +58.7% | -49.0% | +4.0% |
| 1Y | +31.5% | +70.5% | -39.0% | +23.6% |
| 3Y | +45.2% | +233.8% | -188.7% | +44.7% |
| All | +45.2% | +231.1% | -186.0% | +44.7% |
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