+31.5%
ONTO vs EXPD
+35.2%
-3.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.3% | +13.3% | +12.0% |
| 7D | -14.0% | -7.2% | -6.9% | -11.0% |
| 30D | -43.1% | -3.3% | -39.8% | -41.9% |
| 3M | -35.5% | +3.4% | -38.9% | -35.4% |
| 6M | -41.1% | +22.7% | -63.8% | -43.2% |
| YTD | +9.8% | +24.5% | -14.8% | +0.5% |
| 1Y | +31.5% | +38.6% | -7.1% | +8.4% |
| All | +31.5% | +35.2% | -3.7% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling