+508.7%
ONTO vs XME
+289.3%
+219.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.7% | +8.2% | +8.3% |
| 7D | +16.4% | +1.5% | +14.8% | +16.1% |
| 30D | -21.4% | -7.3% | -14.2% | -14.8% |
| 3M | -32.7% | -17.4% | -15.3% | -19.8% |
| 6M | -25.2% | -21.8% | -3.4% | -5.6% |
| YTD | +36.2% | -6.0% | +42.2% | +48.2% |
| 1Y | +61.2% | +3.8% | +57.4% | +61.4% |
| 3Y | +58.7% | +100.0% | -41.4% | -4.5% |
| 5Y | +143.6% | +116.1% | +27.6% | +32.4% |
| All | +508.7% | +289.3% | +219.4% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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