+26.0%
V vs ONTO
+40.7%
-14.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.5% |
| 7D | +0.8% | -2.4% | +3.2% | +0.7% |
| 30D | +9.9% | -32.9% | +42.9% | +7.5% |
| 3M | +17.5% | -32.2% | +49.7% | +15.2% |
| 6M | +33.5% | -30.6% | +64.1% | +31.0% |
| YTD | +21.6% | +25.1% | -3.6% | +18.6% |
| All | +26.0% | +40.7% | -14.7% | +18.4% |
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