+45.2%
ONTO vs XME
+84.7%
-39.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.4% | +7.7% | +7.5% |
| 7D | -14.0% | -4.5% | -9.6% | -9.0% |
| 30D | -43.1% | -10.9% | -32.2% | -34.7% |
| 3M | -35.5% | -15.3% | -20.3% | -22.2% |
| 6M | -41.1% | -24.6% | -16.5% | -19.8% |
| YTD | +9.8% | -9.6% | +19.4% | +24.0% |
| 1Y | +31.5% | +2.9% | +28.6% | +29.9% |
| 3Y | +45.2% | +86.9% | -41.7% | -14.7% |
| All | +45.2% | +84.7% | -39.5% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling