+658.6%
ONTO vs XLRE
+40.0%
+618.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.8% |
| 7D | -1.0% | -1.2% | +0.2% | -0.1% |
| 30D | -2.9% | -2.8% | -0.1% | -0.6% |
| 3M | -2.5% | -0.2% | -2.3% | -4.0% |
| 6M | +28.2% | +1.9% | +26.3% | +24.2% |
| YTD | +69.8% | +10.6% | +59.2% | +53.5% |
| 1Y | +162.9% | +8.8% | +154.1% | +140.5% |
| 3Y | +95.9% | +31.5% | +64.4% | +47.7% |
| 5Y | +244.5% | +6.6% | +237.9% | +214.0% |
| All | +658.6% | +40.0% | +618.5% | +443.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling