+696.1%
ONTO vs LUMN
-31.1%
+727.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.7% | +4.3% |
| 7D | +4.9% | +2.5% | +2.4% | +4.6% |
| 30D | -16.6% | +10.3% | -27.0% | -17.8% |
| 3M | -7.3% | -18.3% | +10.9% | -4.8% |
| 6M | +45.9% | +4.4% | +41.6% | +45.1% |
| YTD | +78.2% | -10.7% | +88.9% | +79.2% |
| 1Y | +159.8% | +14.0% | +145.9% | +152.8% |
| 3Y | +123.4% | +406.6% | -283.2% | +60.2% |
| 5Y | +265.8% | -36.8% | +302.6% | +325.6% |
| All | +696.1% | -31.1% | +727.2% | +668.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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