+130.7%
ONTO vs XME
+108.0%
+22.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -1.5% |
| 7D | +17.5% | +0.3% | +17.2% | +17.5% |
| 30D | -15.7% | -6.1% | -9.5% | -9.4% |
| 3M | -39.7% | -18.6% | -21.1% | -26.6% |
| 6M | -26.5% | -23.9% | -2.6% | -4.5% |
| YTD | +29.0% | -9.3% | +38.3% | +45.3% |
| 1Y | +57.0% | +1.8% | +55.2% | +60.5% |
| 3Y | +50.0% | +93.0% | -43.0% | -5.7% |
| All | +130.7% | +108.0% | +22.7% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling