-84.0%
OPEN vs ONTO
+243.6%
-327.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.2% | -5.5% | -2.9% |
| 7D | -4.3% | -1.0% | -3.2% | -3.8% |
| 30D | -16.2% | -2.9% | -13.3% | -16.9% |
| 3M | -36.4% | -2.5% | -33.9% | -40.9% |
| 6M | -35.5% | +28.2% | -63.7% | -51.9% |
| YTD | -46.0% | +69.8% | -115.7% | -67.1% |
| 1Y | -47.1% | +162.9% | -210.0% | -77.6% |
| 3Y | -19.0% | +95.9% | -115.0% | -68.2% |
| All | -84.0% | +243.6% | -327.6% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling