+91.5%
ONTO vs RACE
+65.0%
+26.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.6% | +12.0% |
| 7D | -14.0% | +5.1% | -19.1% | -16.7% |
| 30D | -43.1% | +7.7% | -50.8% | -45.7% |
| 3M | -35.5% | +2.2% | -37.7% | -36.7% |
| 6M | -41.1% | +23.8% | -64.8% | -49.7% |
| YTD | +9.8% | +13.9% | -4.1% | -2.1% |
| 1Y | +31.5% | +3.8% | +27.7% | +24.6% |
| 3Y | +45.2% | +28.0% | +17.1% | +8.1% |
| All | +91.5% | +65.0% | +26.4% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling