+200.5%
P vs ONTO
+51.5%
+149.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -0.6% |
| 7D | +11.6% | +17.5% | -5.9% | +3.3% |
| 30D | -23.7% | -15.7% | -8.0% | -17.6% |
| 3M | -8.0% | -39.7% | +31.7% | +13.5% |
| 6M | +27.9% | -26.5% | +54.4% | +41.2% |
| YTD | +61.2% | +29.0% | +32.2% | +36.6% |
| 1Y | +28.6% | +57.0% | -28.3% | -0.5% |
| 3Y | +200.5% | +50.0% | +150.5% | +102.9% |
| All | +200.5% | +51.5% | +149.0% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling