+390.5%
ONTO vs REPL
+36.9%
+353.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +8.0% | +3.1% | +10.6% |
| 7D | -14.0% | +22.8% | -36.8% | -15.1% |
| 30D | -43.1% | +63.8% | -106.9% | -44.9% |
| 3M | -35.5% | +68.1% | -103.6% | -37.8% |
| 6M | -41.1% | +528.5% | -569.6% | -50.2% |
| YTD | +9.8% | +122.4% | -112.7% | -4.8% |
| 1Y | +31.5% | +154.4% | -122.8% | +12.7% |
| 3Y | +45.2% | +68.0% | -22.8% | +1.4% |
| 5Y | +86.7% | -35.4% | +122.1% | +48.3% |
| All | +390.5% | +36.9% | +353.5% | +150.0% |
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