+449.2%
ONTO vs XLRE
+43.5%
+405.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.5% | +10.5% | +10.8% |
| 7D | +1.4% | +2.3% | -0.9% | -0.5% |
| 30D | -34.1% | +7.3% | -41.4% | -38.1% |
| 3M | -37.1% | +0.1% | -37.1% | -37.4% |
| 6M | -31.8% | +2.3% | -34.1% | -34.5% |
| YTD | +22.9% | +13.3% | +9.6% | +8.5% |
| 1Y | +39.5% | +12.0% | +27.5% | +24.1% |
| 3Y | +57.7% | +45.5% | +12.2% | +8.5% |
| 5Y | +115.8% | +9.3% | +106.5% | +92.2% |
| All | +449.2% | +43.5% | +405.7% | +284.0% |
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