-2.4%
U vs ONTO
+156.1%
-158.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.4% |
| 7D | 0.0% | +6.5% | -6.5% | -1.5% |
| 30D | -4.1% | -15.9% | +11.8% | -1.0% |
| 3M | +57.8% | -0.2% | +58.0% | +48.7% |
| 6M | +103.5% | +38.7% | +64.8% | +59.9% |
| YTD | -4.8% | +70.4% | -75.1% | -33.1% |
| 1Y | -2.4% | +153.6% | -156.0% | -40.4% |
| All | -2.4% | +156.1% | -158.5% | -40.4% |
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