+281.3%
P vs ONTO
+243.6%
+37.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.2% | -4.8% | -1.2% |
| 7D | +6.5% | -1.0% | +7.6% | +6.8% |
| 30D | +18.8% | -2.9% | +21.7% | +18.9% |
| 3M | +26.7% | -2.5% | +29.2% | +24.5% |
| 6M | +62.2% | +28.2% | +34.0% | +39.1% |
| YTD | +48.5% | +69.8% | -21.3% | +12.8% |
| 1Y | +26.4% | +162.9% | -136.5% | -21.4% |
| 3Y | +159.4% | +95.9% | +63.5% | +67.0% |
| All | +281.3% | +243.6% | +37.7% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling