+56.4%
V vs ONTO
+97.2%
-40.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.1% | -1.1% |
| 7D | -1.7% | -1.0% | -0.7% | -1.7% |
| 30D | +2.0% | -2.9% | +4.9% | +1.9% |
| 3M | +17.4% | -2.5% | +19.8% | +16.4% |
| 6M | +17.5% | +28.2% | -10.7% | +14.2% |
| YTD | +7.6% | +69.8% | -62.2% | +2.4% |
| 1Y | +7.7% | +162.9% | -155.2% | -1.2% |
| All | +56.4% | +97.2% | -40.8% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling