+75.8%
PR vs ONTO
+27.4%
+48.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +11.1% | -9.2% | +2.0% |
| 7D | -16.4% | -14.0% | -2.4% | -16.7% |
| 30D | -1.9% | -43.1% | +41.2% | -4.0% |
| 3M | +8.0% | -35.5% | +43.5% | +6.5% |
| 6M | +4.1% | -41.1% | +45.2% | +2.9% |
| YTD | +58.7% | +9.8% | +48.9% | +59.9% |
| 1Y | +75.8% | +31.5% | +44.3% | +77.2% |
| All | +75.8% | +27.4% | +48.5% | +77.2% |
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