-81.1%
PATH vs ONTO
+127.4%
-208.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -15.6% | +11.9% | +0.7% |
| 7D | -5.6% | -29.7% | +24.1% | +3.6% |
| 30D | -0.7% | -50.3% | +49.6% | +19.9% |
| 3M | -5.9% | -43.5% | +37.6% | +6.8% |
| 6M | +21.6% | -48.9% | +70.4% | +35.2% |
| YTD | -20.6% | -1.2% | -19.4% | -35.0% |
| 1Y | -10.6% | +14.9% | -25.5% | -31.6% |
| 3Y | -24.9% | +31.2% | -56.1% | -57.7% |
| 5Y | -76.8% | +68.1% | -144.9% | -89.8% |
| All | -81.1% | +127.4% | -208.6% | -92.6% |
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