+30.7%
ONTO vs EXPD
+72.7%
-42.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.5% | -11.1% | -13.2% |
| 7D | -29.7% | -4.8% | -24.9% | -27.5% |
| 30D | -50.3% | -1.5% | -48.7% | -49.6% |
| 3M | -43.5% | +4.1% | -47.6% | -44.2% |
| 6M | -48.9% | +24.0% | -72.9% | -53.7% |
| YTD | -1.2% | +27.4% | -28.6% | -13.5% |
| 1Y | +14.9% | +38.4% | -23.5% | -4.4% |
| All | +30.7% | +72.7% | -42.1% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling