+449.2%
ONTO vs REPL
+41.0%
+408.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.0% | +9.0% | +11.8% |
| 7D | +1.4% | +14.2% | -12.8% | +0.6% |
| 30D | -34.1% | +65.9% | -100.0% | -36.2% |
| 3M | -37.1% | +84.6% | -121.6% | -39.6% |
| 6M | -31.8% | +446.9% | -478.8% | -41.8% |
| YTD | +22.9% | +129.0% | -106.1% | +6.5% |
| 1Y | +39.5% | +167.9% | -128.4% | +19.1% |
| 3Y | +57.7% | +93.9% | -36.2% | +7.8% |
| 5Y | +115.8% | -33.0% | +148.8% | +70.9% |
| All | +449.2% | +41.0% | +408.2% | +179.5% |
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