+449.1%
PL vs ONTO
+97.2%
+351.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.4% | -3.8% |
| 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% | -58.8% |
| 6M | -30.3% | +28.2% | -58.5% | -39.3% |
| YTD | -8.1% | +69.8% | -77.9% | -28.3% |
| 1Y | +180.5% | +162.9% | +17.6% | +81.1% |
| All | +449.1% | +97.2% | +351.9% | +252.3% |
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