+249.7%
ONTO vs IDXX
-25.5%
+275.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.6% |
| 7D | +6.5% | -4.3% | +10.8% | +8.9% |
| 30D | -15.9% | -13.7% | -2.3% | -9.8% |
| 3M | -0.2% | -9.1% | +8.9% | +2.2% |
| 6M | +38.7% | -15.4% | +54.2% | +47.1% |
| YTD | +70.4% | -25.1% | +95.5% | +93.5% |
| 1Y | +153.6% | -20.6% | +174.2% | +174.6% |
| 3Y | +109.2% | +8.7% | +100.4% | +73.4% |
| 5Y | +249.7% | -25.7% | +275.4% | +242.7% |
| All | +249.7% | -25.5% | +275.2% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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