+390.5%
ONTO vs XME
+274.2%
+116.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.4% | +7.7% | +8.2% |
| 7D | -14.0% | -4.5% | -9.6% | -9.9% |
| 30D | -43.1% | -10.9% | -32.2% | -36.3% |
| 3M | -35.5% | -15.3% | -20.3% | -24.6% |
| 6M | -41.1% | -24.6% | -16.5% | -23.4% |
| YTD | +9.8% | -9.6% | +19.4% | +23.2% |
| 1Y | +31.5% | +2.9% | +28.6% | +32.7% |
| 3Y | +45.2% | +86.9% | -41.7% | -8.0% |
| 5Y | +86.7% | +115.2% | -28.5% | +1.6% |
| All | +390.5% | +274.2% | +116.3% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling