+431.5%
P vs ONTO
+449.2%
-17.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +12.0% | -5.7% | +0.7% |
| 7D | -9.6% | +1.4% | -11.0% | -10.2% |
| 30D | -33.4% | -34.1% | +0.7% | -19.2% |
| 3M | +14.2% | -37.1% | +51.3% | +39.7% |
| 6M | +31.6% | -31.8% | +63.4% | +51.3% |
| YTD | +53.5% | +22.9% | +30.6% | +31.4% |
| 1Y | +14.2% | +39.5% | -25.3% | -8.3% |
| 3Y | +190.5% | +57.7% | +132.8% | +95.4% |
| 5Y | +256.3% | +115.8% | +140.5% | +86.6% |
| All | +431.5% | +449.2% | -17.7% | +44.5% |
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 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