+238.0%
ONTO vs EXEL
+199.5%
+38.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | -1.0% | +8.4% | -9.4% | -2.9% |
| 30D | -2.9% | +4.1% | -7.0% | -3.9% |
| 3M | -2.5% | +12.4% | -14.9% | -5.4% |
| 6M | +28.2% | +41.5% | -13.3% | +17.3% |
| YTD | +69.8% | +34.6% | +35.1% | +56.9% |
| 1Y | +162.9% | +57.9% | +105.0% | +132.4% |
| 3Y | +95.9% | +159.5% | -63.6% | +44.9% |
| All | +238.0% | +199.5% | +38.5% | +110.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling