+137.1%
ONTO vs LTH
+184.4%
-47.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.4% | +11.6% |
| 7D | -14.0% | +4.5% | -18.5% | -15.7% |
| 30D | -43.1% | +16.3% | -59.4% | -46.5% |
| 3M | -35.5% | +8.4% | -43.9% | -37.9% |
| 6M | -41.1% | +40.3% | -81.4% | -49.1% |
| YTD | +9.8% | +77.3% | -67.5% | -14.5% |
| 1Y | +31.5% | +88.0% | -56.4% | -0.1% |
| 3Y | +45.2% | +274.3% | -229.1% | -15.3% |
| 5Y | +86.7% | +142.9% | -56.2% | +10.2% |
| All | +137.1% | +184.4% | -47.3% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling