+469.0%
P vs ONTO
+493.5%
-24.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.5% | +5.9% | +4.6% |
| 7D | +17.8% | +34.4% | -16.6% | +2.0% |
| 30D | -29.9% | -20.4% | -9.4% | -21.9% |
| 3M | -1.2% | -37.8% | +36.7% | +21.6% |
| 6M | +32.1% | -24.6% | +56.7% | +44.6% |
| YTD | +64.3% | +32.8% | +31.5% | +35.4% |
| 1Y | +24.3% | +54.7% | -30.4% | -5.1% |
| 3Y | +203.2% | +54.7% | +148.5% | +106.2% |
| 5Y | +290.4% | +134.0% | +156.4% | +96.6% |
| All | +469.0% | +493.5% | -24.5% | +48.9% |
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