-22.7%
U vs ONTO
+585.6%
-608.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.9% | +8.1% | +6.4% |
| 7D | +2.6% | +17.5% | -14.9% | -4.6% |
| 30D | +27.6% | -15.7% | +43.2% | +32.6% |
| 3M | +15.3% | -39.7% | +55.1% | +36.0% |
| 6M | +96.4% | -26.5% | +122.9% | +97.2% |
| YTD | +19.6% | +29.0% | -9.4% | -12.0% |
| 1Y | +42.1% | +57.0% | -14.8% | -5.4% |
| 3Y | +87.5% | +50.0% | +37.5% | -1.9% |
| 5Y | -73.1% | +127.3% | -200.4% | -90.0% |
| All | -22.7% | +585.6% | -608.3% | -83.2% |
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 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