+341.5%
ONTO vs LII
+55.7%
+285.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.8% | -12.8% | -13.8% |
| 7D | -29.7% | +0.2% | -29.9% | -29.9% |
| 30D | -50.3% | -4.6% | -45.7% | -49.6% |
| 3M | -43.5% | -21.7% | -21.8% | -34.9% |
| 6M | -48.9% | -32.8% | -16.1% | -35.5% |
| YTD | -1.2% | -27.5% | +26.3% | +17.1% |
| 1Y | +14.9% | -28.0% | +42.9% | +36.3% |
| 3Y | +31.2% | -7.2% | +38.4% | +29.1% |
| 5Y | +68.1% | +22.6% | +45.5% | +33.4% |
| All | +341.5% | +55.7% | +285.8% | +197.0% |
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