+68.1%
ONTO vs LDOS
+52.0%
+16.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.1% | -15.7% | -15.6% |
| 7D | -29.7% | -3.7% | -26.0% | -29.3% |
| 30D | -50.3% | +16.4% | -66.7% | -52.2% |
| 3M | -43.5% | +7.4% | -50.9% | -44.9% |
| 6M | -48.9% | -0.3% | -48.5% | -48.8% |
| YTD | -1.2% | -24.0% | +22.8% | +7.5% |
| 1Y | +14.9% | -29.6% | +44.5% | +28.7% |
| 3Y | +31.2% | +35.1% | -3.9% | +14.2% |
| 5Y | +68.1% | +52.9% | +15.2% | +36.9% |
| All | +68.1% | +52.0% | +16.1% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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