+108.3%
V vs ONTO
+124.4%
-16.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.2% | +1.5% |
| 7D | +0.9% | +17.5% | -16.6% | -0.4% |
| 30D | +9.0% | -15.7% | +24.6% | +9.9% |
| 3M | +16.7% | -39.7% | +56.4% | +20.6% |
| 6M | +33.4% | -26.5% | +59.9% | +33.1% |
| YTD | +22.4% | +29.0% | -6.6% | +12.6% |
| 1Y | +27.7% | +57.0% | -29.3% | +14.2% |
| 3Y | +78.0% | +50.0% | +28.0% | +45.5% |
| All | +108.3% | +124.4% | -16.1% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling