+44.8%
PL vs ONTO
+205.0%
-160.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.9% | -8.4% | -3.4% |
| 7D | +13.4% | +16.4% | -3.0% | +6.0% |
| 30D | -10.2% | -21.4% | +11.3% | -0.9% |
| 3M | -39.5% | -32.7% | -6.7% | -29.6% |
| 6M | -65.7% | -25.2% | -40.5% | -62.7% |
| YTD | -27.3% | +36.2% | -63.5% | -39.1% |
| 1Y | +15.0% | +61.2% | -46.2% | -10.8% |
| 3Y | +560.8% | +58.7% | +502.2% | +363.3% |
| 5Y | +38.4% | +143.6% | -105.2% | -23.5% |
| All | +44.8% | +205.0% | -160.1% | -19.8% |
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 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