-86.9%
OPEN vs ONTO
+463.7%
-550.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +12.0% | -11.3% | -5.4% |
| 7D | -21.7% | +1.4% | -23.0% | -25.1% |
| 30D | -36.5% | -34.1% | -2.4% | -24.3% |
| 3M | -59.5% | -37.1% | -22.5% | -51.9% |
| 6M | -71.9% | -31.8% | -40.0% | -70.3% |
| YTD | -75.8% | +22.9% | -98.7% | -83.1% |
| 1Y | -78.5% | +39.5% | -118.0% | -86.2% |
| 3Y | -30.2% | +57.7% | -87.9% | -68.4% |
| 5Y | -93.3% | +115.8% | -209.1% | -97.6% |
| All | -86.9% | +463.7% | -550.7% | -96.5% |
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