-5.8%
PATH vs ONTO
+52.3%
-58.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.2% | +1.2% |
| 7D | +2.1% | +17.5% | -15.4% | +3.0% |
| 30D | +1.6% | -15.7% | +17.3% | +0.5% |
| 3M | -20.4% | -39.7% | +19.3% | -22.2% |
| 6M | +40.1% | -26.5% | +66.6% | +39.1% |
| YTD | -19.0% | +29.0% | -48.0% | -28.9% |
| 1Y | -5.8% | +57.0% | -62.8% | -24.5% |
| All | -5.8% | +52.3% | -58.1% | -24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling