+31.5%
ONTO vs LTH
+84.4%
-52.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.4% | +11.2% |
| 7D | -14.0% | +4.5% | -18.5% | -14.6% |
| 30D | -43.1% | +16.3% | -59.4% | -44.5% |
| 3M | -35.5% | +8.4% | -43.9% | -36.2% |
| 6M | -41.1% | +40.3% | -81.4% | -46.3% |
| YTD | +9.8% | +77.3% | -67.5% | -6.6% |
| 1Y | +31.5% | +88.0% | -56.4% | +10.9% |
| All | +31.5% | +84.4% | -52.9% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling