+30.7%
ONTO vs EXR
+70.9%
-40.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.6% | -15.0% | -15.5% |
| 7D | -29.7% | +6.8% | -36.5% | -30.5% |
| 30D | -50.3% | +19.6% | -69.9% | -51.9% |
| 3M | -43.5% | +8.0% | -51.5% | -44.2% |
| 6M | -48.9% | +17.2% | -66.0% | -51.1% |
| YTD | -1.2% | +27.2% | -28.4% | -7.6% |
| 1Y | +14.9% | +26.1% | -11.2% | +7.6% |
| All | +30.7% | +70.9% | -40.2% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling