+272.1%
SPOT vs ONTO
+661.2%
-389.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.5% |
| 7D | -6.9% | +6.5% | -13.4% | -8.3% |
| 30D | +4.1% | -15.9% | +20.0% | +7.3% |
| 3M | +3.7% | -0.2% | +3.9% | -1.4% |
| 6M | -1.6% | +38.7% | -40.4% | -16.1% |
| YTD | -10.2% | +70.4% | -80.5% | -28.8% |
| 1Y | -25.9% | +153.6% | -179.5% | -48.8% |
| 3Y | +235.6% | +109.2% | +126.4% | +114.8% |
| 5Y | +110.6% | +249.7% | -139.2% | +6.8% |
| All | +272.1% | +661.2% | -389.0% | +50.4% |
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