+99.7%
ONTO vs EXPD
+68.7%
+31.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.3% | +5.7% |
| 7D | -1.0% | -1.1% | +0.1% | -0.4% |
| 30D | -2.9% | +4.1% | -7.0% | -4.7% |
| 3M | -2.5% | +17.9% | -20.4% | -9.9% |
| 6M | +28.2% | +29.2% | -1.0% | +12.6% |
| YTD | +69.8% | +27.4% | +42.4% | +47.9% |
| 1Y | +162.9% | +56.8% | +106.0% | +100.3% |
| All | +99.7% | +68.7% | +31.0% | +38.0% |
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