+661.2%
ONTO vs INVH
+9.5%
+651.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.2% |
| 7D | +6.5% | -3.1% | +9.6% | +8.4% |
| 30D | -15.9% | -7.5% | -8.4% | -12.5% |
| 3M | -0.2% | -6.3% | +6.1% | +2.3% |
| 6M | +38.7% | +9.4% | +29.3% | +29.2% |
| YTD | +70.4% | +1.4% | +68.9% | +65.0% |
| 1Y | +153.6% | -4.1% | +157.7% | +152.4% |
| 3Y | +109.2% | -9.2% | +118.4% | +109.0% |
| 5Y | +249.7% | -19.6% | +269.4% | +273.8% |
| All | +661.2% | +9.5% | +651.7% | +522.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded INVH 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling