+476.3%
ONTO vs XYL
+22.8%
+453.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -3.0% |
| 7D | +17.5% | -3.7% | +21.2% | +20.7% |
| 30D | -15.7% | -8.3% | -7.3% | -13.6% |
| 3M | -39.7% | -21.4% | -18.3% | -30.5% |
| 6M | -26.5% | -12.9% | -13.5% | -23.0% |
| YTD | +29.0% | -30.1% | +59.1% | +60.3% |
| 1Y | +57.0% | -35.2% | +92.1% | +107.5% |
| 3Y | +50.0% | -0.8% | +50.8% | +42.1% |
| 5Y | +127.3% | -23.2% | +150.5% | +156.2% |
| All | +476.3% | +22.8% | +453.5% | +332.8% |
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