+11.7%
PL vs ONTO
+54.9%
-43.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -1.9% |
| 7D | +22.3% | +34.4% | -12.2% | +6.2% |
| 30D | -8.3% | -20.4% | +12.1% | +0.4% |
| 3M | -43.3% | -37.8% | -5.4% | -31.5% |
| 6M | -65.8% | -24.6% | -41.3% | -63.1% |
| YTD | -29.5% | +32.8% | -62.3% | -33.1% |
| 1Y | +11.7% | +54.7% | -43.0% | +13.8% |
| All | +11.7% | +54.9% | -43.2% | +13.8% |
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