+238.0%
ONTO vs PODD
-51.3%
+289.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.1% | +8.2% | +6.6% |
| 7D | -1.0% | +1.6% | -2.6% | -1.4% |
| 30D | -2.9% | +10.7% | -13.6% | -5.4% |
| 3M | -2.5% | +0.7% | -3.2% | -4.9% |
| 6M | +28.2% | -39.3% | +67.5% | +42.8% |
| YTD | +69.8% | -48.1% | +117.9% | +97.5% |
| 1Y | +162.9% | -57.4% | +220.3% | +222.5% |
| 3Y | +95.9% | -23.3% | +119.2% | +87.8% |
| All | +238.0% | -51.3% | +289.3% | +292.1% |
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