+238.0%
ONTO vs XME
+176.2%
+61.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -2.9% | +6.0% | -8.9% | -7.4% |
| 3M | -2.5% | -7.7% | +5.3% | +5.1% |
| 6M | +28.2% | +1.0% | +27.3% | +28.6% |
| YTD | +69.8% | +14.6% | +55.1% | +53.5% |
| 1Y | +162.9% | +46.0% | +116.9% | +95.3% |
| 3Y | +95.9% | +127.0% | -31.1% | +4.8% |
| All | +238.0% | +176.2% | +61.8% | +59.0% |
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