+128.8%
ONTO vs INVH
-21.2%
+150.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -2.4% | +1.8% | -4.3% | -3.3% |
| 30D | -32.9% | +1.1% | -34.1% | -33.6% |
| 3M | -32.2% | -8.3% | -23.9% | -30.2% |
| 6M | -30.6% | -3.7% | -26.9% | -30.9% |
| YTD | +25.1% | +0.8% | +24.3% | +21.1% |
| 1Y | +40.0% | +1.0% | +39.0% | +35.0% |
| 3Y | +45.7% | -4.3% | +50.0% | +39.4% |
| 5Y | +128.8% | -21.0% | +149.8% | +157.3% |
| All | +128.8% | -21.2% | +150.0% | +157.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling