+31.5%
ONTO vs LII
-29.2%
+60.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.0% | +13.0% | +11.9% |
| 7D | -14.0% | -0.6% | -13.4% | -14.0% |
| 30D | -43.1% | -4.6% | -38.5% | -42.7% |
| 3M | -35.5% | -21.2% | -14.3% | -27.5% |
| 6M | -41.1% | -36.4% | -4.6% | -25.5% |
| YTD | +9.8% | -28.9% | +38.7% | +29.6% |
| 1Y | +31.5% | -29.5% | +61.1% | +55.6% |
| All | +31.5% | -29.2% | +60.8% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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