+58.4%
ONTO vs LNT
+67.8%
-9.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.5% | +8.4% | +9.1% |
| 7D | +16.4% | -0.2% | +16.6% | +16.2% |
| 30D | -21.4% | +11.6% | -33.1% | -18.0% |
| 3M | -32.7% | +8.2% | -40.9% | -30.5% |
| 6M | -25.2% | +3.1% | -28.3% | -23.9% |
| YTD | +36.2% | +16.8% | +19.5% | +43.9% |
| 1Y | +61.2% | +11.6% | +49.6% | +68.1% |
| All | +58.4% | +67.8% | -9.4% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 3y: compounded portfolio wealth divided by compounded LNT 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…
3y analysis · Full analysis span regression · 6 months rolling