+341.5%
ONTO vs EXEL
+295.6%
+46.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.6% | -10.0% | -14.2% |
| 7D | -29.7% | +3.8% | -33.5% | -30.3% |
| 30D | -50.3% | +17.8% | -68.1% | -52.2% |
| 3M | -43.5% | +21.2% | -64.7% | -46.3% |
| 6M | -48.9% | +54.7% | -103.5% | -54.6% |
| YTD | -1.2% | +56.8% | -57.9% | -12.8% |
| 1Y | +14.9% | +70.2% | -55.3% | -0.9% |
| 3Y | +31.2% | +227.2% | -196.0% | -9.9% |
| 5Y | +68.1% | +254.9% | -186.8% | +10.1% |
| All | +341.5% | +295.6% | +46.0% | +147.4% |
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