+128.8%
ONTO vs PODD
-53.5%
+182.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.0% |
| 7D | -2.4% | -4.4% | +2.0% | -1.7% |
| 30D | -32.9% | +9.4% | -42.4% | -34.3% |
| 3M | -32.2% | +3.6% | -35.9% | -33.2% |
| 6M | -30.6% | -4.0% | -26.7% | -31.9% |
| YTD | +25.1% | -47.9% | +73.0% | +44.7% |
| 1Y | +40.0% | -53.8% | +93.8% | +67.1% |
| 3Y | +45.7% | -4.5% | +50.2% | +28.1% |
| 5Y | +128.8% | -51.9% | +180.7% | +175.3% |
| All | +128.8% | -53.5% | +182.3% | +175.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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