+337.0%
SPOT vs ONTO
+476.3%
-139.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.2% | +2.9% |
| 7D | +1.6% | +17.5% | -15.9% | -1.8% |
| 30D | +16.9% | -15.7% | +32.6% | +19.1% |
| 3M | +23.0% | -39.7% | +62.7% | +32.6% |
| 6M | +42.2% | -26.5% | +68.7% | +39.8% |
| YTD | +5.5% | +29.0% | -23.5% | -13.6% |
| 1Y | -5.1% | +57.0% | -62.0% | -26.9% |
| 3Y | +257.9% | +50.0% | +207.9% | +143.2% |
| 5Y | +118.4% | +127.3% | -8.9% | +19.7% |
| All | +337.0% | +476.3% | -139.4% | +82.4% |
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