+459.0%
ONTO vs XYL
+26.3%
+432.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +3.5% |
| 7D | -2.4% | +0.6% | -3.0% | -3.3% |
| 30D | -32.9% | -5.7% | -27.2% | -32.6% |
| 3M | -32.2% | -19.8% | -12.4% | -22.8% |
| 6M | -30.6% | -14.2% | -16.4% | -26.2% |
| YTD | +25.1% | -28.1% | +53.2% | +52.6% |
| 1Y | +40.0% | -35.0% | +75.0% | +85.7% |
| 3Y | +45.7% | +2.1% | +43.6% | +35.4% |
| 5Y | +128.8% | -22.1% | +150.9% | +155.6% |
| All | +459.0% | +26.3% | +432.7% | +312.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 10y: compounded portfolio wealth divided by compounded XYL 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…
10y analysis · Full analysis span regression · 6 months rolling