+68.1%
ONTO vs LTH
+155.3%
-87.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.8% | -16.4% | -15.9% |
| 7D | -29.7% | +5.3% | -35.0% | -31.2% |
| 30D | -50.3% | +18.3% | -68.5% | -53.5% |
| 3M | -43.5% | +5.4% | -48.9% | -44.9% |
| 6M | -48.9% | +62.5% | -111.4% | -58.5% |
| YTD | -1.2% | +79.6% | -80.8% | -23.5% |
| 1Y | +14.9% | +88.1% | -73.2% | -12.9% |
| 3Y | +31.2% | +272.5% | -241.3% | -23.6% |
| 5Y | +68.1% | +146.1% | -78.1% | -0.1% |
| All | +68.1% | +155.3% | -87.3% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling