+40.0%
ONTO vs EXR
+26.0%
+14.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +1.6% |
| 7D | -2.4% | +1.7% | -4.2% | -1.8% |
| 30D | -32.9% | +18.0% | -51.0% | -30.5% |
| 3M | -32.2% | +9.7% | -41.9% | -30.3% |
| 6M | -30.6% | +13.4% | -44.1% | -30.3% |
| YTD | +25.1% | +26.3% | -1.2% | +25.6% |
| 1Y | +40.0% | +27.6% | +12.5% | +40.7% |
| All | +40.0% | +26.0% | +14.0% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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