+658.6%
ONTO vs EXEL
+239.7%
+418.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | -1.0% | +8.4% | -9.4% | -3.1% |
| 30D | -2.9% | +4.1% | -7.0% | -4.0% |
| 3M | -2.5% | +12.4% | -14.9% | -5.7% |
| 6M | +28.2% | +41.5% | -13.3% | +16.3% |
| YTD | +69.8% | +34.6% | +35.1% | +55.7% |
| 1Y | +162.9% | +57.9% | +105.0% | +129.8% |
| 3Y | +95.9% | +159.5% | -63.6% | +42.9% |
| 5Y | +244.5% | +198.5% | +46.0% | +134.4% |
| All | +658.6% | +239.7% | +418.9% | +341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling