+266.7%
ONTO vs LTH
+160.9%
+105.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.8% | +6.0% |
| 7D | -1.0% | -0.6% | -0.4% | -0.8% |
| 30D | -2.9% | -4.6% | +1.7% | -1.1% |
| 3M | -2.5% | +32.8% | -35.3% | -13.3% |
| 6M | +28.2% | +64.6% | -36.4% | +3.9% |
| YTD | +69.8% | +62.6% | +7.1% | +37.6% |
| 1Y | +162.9% | +49.9% | +112.9% | +119.0% |
| 3Y | +95.9% | +151.3% | -55.4% | +33.1% |
| All | +266.7% | +160.9% | +105.8% | +122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling