+37.5%
ONTO vs XME
+3.2%
+34.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.5% | +6.5% | +5.6% |
| 7D | +1.4% | +0.9% | +0.4% | +1.3% |
| 30D | -34.1% | -7.3% | -26.8% | -27.3% |
| 3M | -37.1% | -14.8% | -22.3% | -24.5% |
| 6M | -31.8% | -18.4% | -13.5% | -15.4% |
| YTD | +22.9% | -4.7% | +27.6% | +31.9% |
| All | +37.5% | +3.2% | +34.3% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling