+180.5%
PL vs ONTO
+162.8%
+17.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.4% | -4.0% |
| 7D | -9.3% | -1.0% | -8.3% | -9.0% |
| 30D | -18.9% | -2.9% | -16.0% | -18.7% |
| 3M | -58.4% | -2.5% | -55.9% | -58.9% |
| 6M | -30.3% | +28.2% | -58.5% | -38.6% |
| YTD | -8.1% | +69.8% | -77.9% | -25.8% |
| 1Y | +180.5% | +162.9% | +17.6% | +125.8% |
| All | +180.5% | +162.8% | +17.7% | +125.8% |
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 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