-26.3%
U vs ONTO
+565.0%
-591.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -2.8% |
| 7D | +24.4% | -2.4% | +26.8% | +22.8% |
| 30D | +7.4% | -32.9% | +40.3% | +23.6% |
| 3M | +16.8% | -32.2% | +49.0% | +30.8% |
| 6M | +78.8% | -30.6% | +109.4% | +84.8% |
| YTD | +14.0% | +25.1% | -11.1% | -14.7% |
| 1Y | +16.7% | +40.0% | -23.3% | -17.6% |
| 3Y | +86.4% | +45.7% | +40.7% | -1.0% |
| 5Y | -71.5% | +128.8% | -200.3% | -89.4% |
| All | -26.3% | +565.0% | -591.4% | -83.8% |
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