+238.0%
ONTO vs LNT
+31.3%
+206.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -2.9% | -3.2% | +0.3% | -3.0% |
| 3M | -2.5% | -4.1% | +1.6% | -2.8% |
| 6M | +28.2% | -4.6% | +32.8% | +27.8% |
| YTD | +69.8% | +7.0% | +62.8% | +69.0% |
| 1Y | +162.9% | +8.3% | +154.6% | +161.3% |
| 3Y | +95.9% | +51.0% | +44.9% | +87.1% |
| All | +238.0% | +31.3% | +206.8% | +212.0% |
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 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