+18.4%
U vs ONTO
+46.1%
-27.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -8.7% | +13.6% | +6.7% |
| 7D | +7.5% | -17.4% | +24.9% | +11.7% |
| 30D | -7.0% | -43.2% | +36.2% | +4.5% |
| 3M | +20.6% | -35.7% | +56.3% | +30.2% |
| 6M | +53.2% | -38.3% | +91.5% | +61.3% |
| YTD | -3.9% | +17.1% | -20.9% | -35.0% |
| 1Y | +18.4% | +43.1% | -24.8% | -36.5% |
| All | +18.4% | +46.1% | -27.7% | -36.5% |
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