+108.7%
ONTO vs SHAK
+3.6%
+105.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | -2.9% | -6.6% | +3.7% | -0.7% |
| 3M | -2.5% | +30.1% | -32.5% | -12.0% |
| 6M | +28.2% | -28.7% | +57.0% | +41.0% |
| YTD | +69.8% | -14.5% | +84.3% | +73.7% |
| 1Y | +162.9% | -31.9% | +194.8% | +191.2% |
| All | +108.7% | +3.6% | +105.1% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 3y: compounded portfolio wealth divided by compounded SHAK 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…
3y analysis · Full analysis span regression · 6 months rolling