+449.2%
ONTO vs LEN
+70.0%
+379.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.2% | +8.8% | +10.6% |
| 7D | +1.4% | +0.6% | +0.8% | +0.4% |
| 30D | -34.1% | +19.4% | -53.5% | -40.4% |
| 3M | -37.1% | +4.5% | -41.6% | -39.9% |
| 6M | -31.8% | +4.9% | -36.8% | -35.4% |
| YTD | +22.9% | -8.9% | +31.8% | +23.9% |
| 1Y | +39.5% | -23.0% | +62.5% | +51.5% |
| 3Y | +57.7% | -16.7% | +74.4% | +57.1% |
| 5Y | +115.8% | -4.5% | +120.3% | +96.0% |
| All | +449.2% | +70.0% | +379.2% | +269.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling