+269.4%
ONTO vs XLRE
+8.1%
+261.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +9.7% | -0.3% | +10.0% | +9.9% |
| 30D | -8.8% | -2.4% | -6.4% | -7.2% |
| 3M | +4.5% | +0.6% | +3.9% | +2.4% |
| 6M | +56.4% | +3.9% | +52.5% | +49.1% |
| YTD | +78.1% | +10.5% | +67.6% | +61.7% |
| 1Y | +171.3% | +8.4% | +162.9% | +149.9% |
| 3Y | +118.7% | +32.8% | +85.9% | +63.9% |
| 5Y | +269.4% | +7.0% | +262.4% | +239.1% |
| All | +269.4% | +8.1% | +261.3% | +239.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling