-30.1%
ONTO vs XE
-63.7%
+33.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.3% | +9.2% | +9.0% |
| 7D | +16.4% | +8.9% | +7.5% | +13.4% |
| 30D | -21.4% | -16.4% | -5.1% | -17.7% |
| 3M | -32.7% | -46.8% | +14.1% | -22.2% |
| 6M | -25.2% | -67.0% | +41.8% | -13.1% |
| All | -30.1% | -63.7% | +33.5% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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