+68.1%
ONTO vs EXPD
+52.5%
+15.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.5% | -11.1% | -12.5% |
| 7D | -29.7% | -4.8% | -24.9% | -26.9% |
| 30D | -50.3% | -1.5% | -48.7% | -49.5% |
| 3M | -43.5% | +4.1% | -47.6% | -44.7% |
| 6M | -48.9% | +24.0% | -72.9% | -55.5% |
| YTD | -1.2% | +27.4% | -28.6% | -18.0% |
| 1Y | +14.9% | +38.4% | -23.5% | -10.5% |
| 3Y | +31.2% | +73.2% | -42.0% | -17.9% |
| 5Y | +68.1% | +59.9% | +8.2% | +3.2% |
| All | +68.1% | +52.5% | +15.6% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling