-10.5%
T vs ONTO
+168.3%
-178.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.8% |
| 7D | -3.1% | +9.4% | -12.5% | -2.2% |
| 30D | +4.6% | -4.4% | +9.0% | +4.4% |
| 3M | +12.2% | +1.6% | +10.6% | +13.0% |
| 6M | -6.5% | +45.3% | -51.7% | -2.4% |
| YTD | +4.9% | +76.4% | -71.5% | +11.7% |
| 1Y | -10.5% | +167.2% | -177.6% | -0.2% |
| All | -10.5% | +168.3% | -178.7% | -0.2% |
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