+162.9%
ONTO vs LEN
-37.1%
+200.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.5% |
| 7D | -1.0% | -3.2% | +2.2% | +0.2% |
| 30D | -2.9% | -4.9% | +2.0% | -1.1% |
| 3M | -2.5% | -8.5% | +6.0% | +0.4% |
| 6M | +28.2% | -20.7% | +48.9% | +35.1% |
| YTD | +69.8% | -17.4% | +87.2% | +77.6% |
| 1Y | +162.9% | -38.2% | +201.1% | +183.4% |
| All | +162.9% | -37.1% | +200.0% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 1y: compounded portfolio wealth divided by compounded LEN 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…
1y analysis · Full analysis span regression · 6 months rolling