+134.0%
ONTO vs LNT
+55.5%
+78.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.6% |
| 7D | +34.4% | -0.5% | +34.9% | +34.4% |
| 30D | -20.4% | +9.9% | -30.4% | -20.1% |
| 3M | -37.8% | +4.8% | -42.6% | -37.6% |
| 6M | -24.6% | +2.2% | -26.7% | -24.5% |
| YTD | +32.8% | +15.9% | +16.9% | +32.6% |
| 1Y | +54.7% | +10.6% | +44.2% | +54.6% |
| 3Y | +54.7% | +66.1% | -11.4% | +46.5% |
| 5Y | +134.0% | +55.6% | +78.4% | +125.5% |
| All | +134.0% | +55.5% | +78.5% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling