+30.7%
ONTO vs RACE
+30.0%
+0.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.3% | -13.3% | -14.6% |
| 7D | -29.7% | +5.7% | -35.4% | -31.3% |
| 30D | -50.3% | +9.3% | -59.6% | -52.2% |
| 3M | -43.5% | +3.8% | -47.3% | -44.5% |
| 6M | -48.9% | +29.8% | -78.6% | -55.3% |
| YTD | -1.2% | +15.6% | -16.8% | -9.0% |
| 1Y | +14.9% | +5.1% | +9.8% | +10.9% |
| All | +30.7% | +30.0% | +0.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling