-71.6%
OPEN vs ONTO
+716.7%
-788.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.9% | -7.4% | -5.3% |
| 7D | +1.0% | +9.7% | -8.7% | -4.4% |
| 30D | -11.9% | -8.8% | -3.1% | -8.8% |
| 3M | -28.8% | +4.5% | -33.3% | -36.2% |
| 6M | -38.6% | +56.4% | -95.0% | -58.7% |
| YTD | -47.3% | +78.1% | -125.4% | -68.0% |
| 1Y | -49.2% | +171.3% | -220.4% | -77.7% |
| 3Y | -18.8% | +118.7% | -137.4% | -66.9% |
| 5Y | -83.6% | +269.4% | -353.0% | -95.3% |
| All | -71.6% | +716.7% | -788.3% | -93.3% |
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