+658.6%
ONTO vs EXR
+60.7%
+597.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.6% |
| 7D | -1.0% | -2.6% | +1.5% | -0.1% |
| 30D | -2.9% | -7.2% | +4.3% | -0.4% |
| 3M | -2.5% | -3.5% | +1.0% | -2.3% |
| 6M | +28.2% | -5.3% | +33.5% | +29.4% |
| YTD | +69.8% | +9.4% | +60.4% | +62.1% |
| 1Y | +162.9% | +1.3% | +161.6% | +157.3% |
| 3Y | +95.9% | +22.4% | +73.5% | +71.7% |
| 5Y | +244.5% | -12.2% | +256.7% | +239.5% |
| All | +658.6% | +60.7% | +597.9% | +507.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling