+449.2%
ONTO vs XYL
+29.5%
+419.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.5% | +10.5% | +10.9% |
| 7D | +1.4% | +2.1% | -0.7% | -0.6% |
| 30D | -34.1% | -3.4% | -30.8% | -34.9% |
| 3M | -37.1% | -17.2% | -19.9% | -30.0% |
| 6M | -31.8% | -12.0% | -19.8% | -28.7% |
| YTD | +22.9% | -26.3% | +49.2% | +47.4% |
| 1Y | +39.5% | -33.5% | +73.0% | +82.1% |
| 3Y | +57.7% | +6.4% | +51.3% | +42.3% |
| 5Y | +115.8% | -20.9% | +136.7% | +138.8% |
| All | +449.2% | +29.5% | +419.8% | +298.0% |
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