+22.2%
T vs ONTO
+476.3%
-454.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | 0.0% |
| 7D | +2.5% | +17.5% | -15.0% | +2.3% |
| 30D | -3.8% | -15.7% | +11.9% | -3.6% |
| 3M | -8.7% | -39.7% | +31.0% | -7.9% |
| 6M | -8.1% | -26.5% | +18.4% | -8.4% |
| YTD | -6.4% | +29.0% | -35.4% | -9.4% |
| 1Y | -9.8% | +57.0% | -66.7% | -13.5% |
| 3Y | +65.5% | +50.0% | +15.5% | +50.0% |
| 5Y | +57.0% | +127.3% | -70.3% | +28.1% |
| All | +22.2% | +476.3% | -454.2% | -28.8% |
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