+423.1%
ONTO vs LII
+60.3%
+362.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.6% | -12.3% | -11.0% |
| 7D | -17.4% | +7.9% | -25.3% | -21.8% |
| 30D | -43.2% | -0.6% | -42.6% | -44.1% |
| 3M | -35.7% | -19.3% | -16.4% | -27.5% |
| 6M | -38.3% | -29.8% | -8.5% | -24.5% |
| YTD | +17.1% | -25.4% | +42.5% | +35.8% |
| 1Y | +43.1% | -26.2% | +69.4% | +66.7% |
| 3Y | +55.4% | -4.5% | +60.0% | +49.7% |
| 5Y | +111.2% | +26.7% | +84.5% | +63.8% |
| All | +423.1% | +60.3% | +362.8% | +244.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling