+390.5%
ONTO vs LEN
+64.8%
+325.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.1% | +14.2% | +12.5% |
| 7D | -14.0% | +2.1% | -16.1% | -15.7% |
| 30D | -43.1% | +16.6% | -59.6% | -48.1% |
| 3M | -35.5% | +5.3% | -40.8% | -38.6% |
| 6M | -41.1% | -0.8% | -40.3% | -42.7% |
| YTD | +9.8% | -11.7% | +21.5% | +12.1% |
| 1Y | +31.5% | -24.6% | +56.1% | +44.0% |
| 3Y | +45.2% | -18.7% | +63.8% | +45.9% |
| 5Y | +86.7% | -4.4% | +91.1% | +69.4% |
| All | +390.5% | +64.8% | +325.7% | +234.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling