+658.6%
ONTO vs LII
+73.7%
+584.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.2% |
| 3M | -2.5% | -24.4% | +22.0% | +16.1% |
| 6M | +28.2% | -28.7% | +56.9% | +58.5% |
| YTD | +69.8% | -19.1% | +88.9% | +90.9% |
| 1Y | +162.9% | -29.7% | +192.6% | +223.2% |
| 3Y | +95.9% | +4.8% | +91.2% | +80.9% |
| 5Y | +244.5% | +24.6% | +219.9% | +174.0% |
| All | +658.6% | +73.7% | +584.9% | +384.4% |
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