+238.0%
ONTO vs LEN
-10.8%
+248.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.7% |
| 7D | -1.0% | -3.2% | +2.2% | +0.7% |
| 30D | -2.9% | -4.9% | +2.0% | -0.3% |
| 3M | -2.5% | -8.5% | +6.0% | +1.5% |
| 6M | +28.2% | -20.7% | +48.9% | +44.1% |
| YTD | +69.8% | -17.4% | +87.2% | +84.8% |
| 1Y | +162.9% | -38.2% | +201.1% | +232.2% |
| 3Y | +95.9% | -24.9% | +120.8% | +101.2% |
| All | +238.0% | -10.8% | +248.8% | +200.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling