+238.0%
ONTO vs RUN
-80.5%
+318.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.2% |
| 7D | -1.0% | +1.3% | -2.3% | -1.3% |
| 30D | -2.9% | -15.3% | +12.4% | -0.4% |
| 3M | -2.5% | -40.0% | +37.6% | +5.4% |
| 6M | +28.2% | -27.0% | +55.2% | +34.3% |
| YTD | +69.8% | -51.7% | +121.5% | +84.4% |
| 1Y | +162.9% | -45.9% | +208.8% | +178.3% |
| 3Y | +95.9% | -43.8% | +139.7% | +72.5% |
| All | +238.0% | -80.5% | +318.5% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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