+414.3%
P vs ONTO
+658.6%
-244.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.2% | -4.8% | -1.4% |
| 7D | +6.5% | -1.0% | +7.6% | +6.9% |
| 30D | +18.8% | -2.9% | +21.7% | +18.8% |
| 3M | +26.7% | -2.5% | +29.2% | +24.1% |
| 6M | +62.2% | +28.2% | +34.0% | +37.0% |
| YTD | +48.5% | +69.8% | -21.3% | +9.9% |
| 1Y | +26.4% | +162.9% | -136.5% | -24.9% |
| 3Y | +159.4% | +95.9% | +63.5% | +57.7% |
| 5Y | +275.8% | +244.5% | +31.3% | +56.3% |
| All | +414.3% | +658.6% | -244.3% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling