+403.1%
PL vs ONTO
+30.9%
+372.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -15.6% | +5.5% | -3.4% |
| 7D | -20.5% | -29.7% | +9.2% | -7.7% |
| 30D | -38.8% | -50.3% | +11.5% | -17.8% |
| 3M | -49.1% | -43.5% | -5.6% | -36.4% |
| 6M | -69.4% | -48.9% | -20.5% | -60.7% |
| YTD | -42.3% | -1.2% | -41.2% | -44.1% |
| 1Y | -14.2% | +14.9% | -29.1% | -22.2% |
| All | +403.1% | +30.9% | +372.2% | +311.1% |
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