+238.0%
ONTO vs LII
+25.3%
+212.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.4% |
| 7D | -1.0% | -0.7% | -0.3% | -0.6% |
| 30D | -2.9% | -12.6% | +9.7% | +6.5% |
| 3M | -2.5% | -24.4% | +22.0% | +16.7% |
| 6M | +28.2% | -28.7% | +56.9% | +59.3% |
| YTD | +69.8% | -19.1% | +88.9% | +91.2% |
| 1Y | +162.9% | -29.7% | +192.6% | +225.0% |
| 3Y | +95.9% | +4.8% | +91.2% | +76.9% |
| All | +238.0% | +25.3% | +212.7% | +127.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling