+476.3%
ONTO vs REPL
+38.6%
+437.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.9% |
| 7D | +17.5% | +1.2% | +16.3% | +17.4% |
| 30D | -15.7% | +92.2% | -107.8% | -19.1% |
| 3M | -39.7% | +44.1% | -83.8% | -41.3% |
| 6M | -26.5% | +313.0% | -339.5% | -35.8% |
| YTD | +29.0% | +125.2% | -96.2% | +11.8% |
| 1Y | +57.0% | +143.8% | -86.8% | +35.0% |
| 3Y | +50.0% | +104.2% | -54.2% | +1.3% |
| 5Y | +127.3% | -34.5% | +161.8% | +80.3% |
| All | +476.3% | +38.6% | +437.7% | +193.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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