+423.1%
ONTO vs LDOS
+85.1%
+338.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.7% | -9.4% | -8.9% |
| 7D | -17.4% | -2.8% | -14.6% | -16.8% |
| 30D | -43.2% | +13.6% | -56.8% | -46.3% |
| 3M | -35.7% | +4.2% | -40.0% | -37.7% |
| 6M | -38.3% | -8.2% | -30.1% | -37.3% |
| YTD | +17.1% | -24.1% | +41.2% | +28.3% |
| 1Y | +43.1% | -31.2% | +74.4% | +64.5% |
| 3Y | +55.4% | +35.0% | +20.5% | +23.6% |
| 5Y | +111.2% | +52.6% | +58.6% | +52.3% |
| All | +423.1% | +85.1% | +338.0% | +251.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling