-87.0%
OPEN vs ONTO
+403.4%
-490.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +11.1% | -32.9% | -27.5% |
| 7D | -22.2% | -14.0% | -8.2% | -18.6% |
| 30D | -38.3% | -43.1% | +4.7% | -20.4% |
| 3M | -59.4% | -35.5% | -23.8% | -52.8% |
| 6M | -74.4% | -41.1% | -33.3% | -70.7% |
| YTD | -76.0% | +9.8% | -85.8% | -82.1% |
| 1Y | -78.7% | +31.5% | -110.2% | -86.0% |
| 3Y | -30.0% | +45.2% | -75.2% | -67.1% |
| 5Y | -93.7% | +86.7% | -180.4% | -97.6% |
| All | -87.0% | +403.4% | -490.5% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling