-21.8%
PATH vs ONTO
+30.9%
-52.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -15.6% | +11.9% | -1.6% |
| 7D | -5.6% | -29.7% | +24.1% | -1.4% |
| 30D | -0.7% | -50.3% | +49.6% | +8.5% |
| 3M | -5.9% | -43.5% | +37.6% | 0.0% |
| 6M | +21.6% | -48.9% | +70.4% | +28.3% |
| YTD | -20.6% | -1.2% | -19.4% | -30.5% |
| 1Y | -10.6% | +14.9% | -25.5% | -25.0% |
| All | -21.8% | +30.9% | -52.6% | -45.8% |
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