+147.1%
V vs ONTO
+390.5%
-243.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.1% | -11.1% | -1.5% |
| 7D | +2.2% | -14.0% | +16.2% | +3.9% |
| 30D | +13.6% | -43.1% | +56.7% | +21.9% |
| 3M | +14.3% | -35.5% | +49.8% | +19.2% |
| 6M | +33.1% | -41.1% | +74.2% | +37.5% |
| YTD | +21.2% | +9.8% | +11.5% | +10.0% |
| 1Y | +26.4% | +31.5% | -5.1% | +10.3% |
| 3Y | +77.6% | +45.2% | +32.4% | +33.7% |
| 5Y | +102.6% | +86.7% | +15.9% | +32.2% |
| All | +147.1% | +390.5% | -243.4% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling