+17.5%
P vs ONTO
+46.1%
-28.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -8.7% | +3.7% | -0.9% |
| 7D | -19.4% | -17.4% | -2.0% | -11.8% |
| 30D | -22.3% | -43.2% | +20.9% | -0.4% |
| 3M | +33.2% | -35.7% | +68.9% | +59.0% |
| 6M | +53.6% | -38.3% | +91.9% | +83.1% |
| YTD | +66.8% | +17.1% | +49.7% | +43.4% |
| 1Y | +17.5% | +43.1% | -25.6% | -10.4% |
| All | +17.5% | +46.1% | -28.6% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling