-89.0%
OPEN vs ONTO
+491.6%
-580.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.8% | -2.2% |
| 7D | -15.0% | +17.5% | -32.5% | -22.2% |
| 30D | -40.2% | -15.7% | -24.5% | -37.7% |
| 3M | -67.4% | -39.7% | -27.7% | -60.0% |
| 6M | -74.0% | -26.5% | -47.5% | -73.7% |
| YTD | -79.6% | +29.0% | -108.6% | -86.1% |
| 1Y | -86.1% | +57.0% | -143.1% | -91.7% |
| 3Y | -41.4% | +50.0% | -91.4% | -71.9% |
| 5Y | -94.9% | +127.3% | -222.1% | -98.2% |
| All | -89.0% | +491.6% | -580.6% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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