+68.1%
ONTO vs EXR
-1.5%
+69.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.6% | -15.0% | -15.4% |
| 7D | -29.7% | +6.8% | -36.5% | -31.4% |
| 30D | -50.3% | +19.6% | -69.9% | -53.5% |
| 3M | -43.5% | +8.0% | -51.5% | -45.2% |
| 6M | -48.9% | +17.2% | -66.0% | -52.6% |
| YTD | -1.2% | +27.2% | -28.4% | -11.5% |
| 1Y | +14.9% | +26.1% | -11.2% | +3.1% |
| 3Y | +31.2% | +70.7% | -39.5% | -4.5% |
| 5Y | +68.1% | +1.0% | +67.1% | +57.4% |
| All | +68.1% | -1.5% | +69.6% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling