+661.2%
ONTO vs XLRE
+37.2%
+623.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -2.7% |
| 7D | +6.5% | -2.7% | +9.2% | +8.9% |
| 30D | -15.9% | -2.3% | -13.6% | -14.3% |
| 3M | -0.2% | -3.5% | +3.3% | +1.3% |
| 6M | +38.7% | +1.9% | +36.9% | +34.3% |
| YTD | +70.4% | +8.3% | +62.0% | +56.6% |
| 1Y | +153.6% | +6.4% | +147.2% | +136.4% |
| 3Y | +109.2% | +30.2% | +78.9% | +58.8% |
| 5Y | +249.7% | +8.6% | +241.1% | +213.3% |
| All | +661.2% | +37.2% | +623.9% | +454.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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