+6.9%
W vs ONTO
+449.2%
-442.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +12.0% | -7.4% | -1.8% |
| 7D | +3.3% | +1.4% | +1.9% | +0.4% |
| 30D | +10.5% | -34.1% | +44.6% | +33.6% |
| 3M | +9.6% | -37.1% | +46.7% | +31.7% |
| 6M | +76.4% | -31.8% | +108.2% | +89.0% |
| YTD | +16.4% | +22.9% | -6.5% | -16.2% |
| 1Y | +9.3% | +39.5% | -30.2% | -28.3% |
| 3Y | +172.8% | +57.7% | +115.1% | +31.8% |
| 5Y | -53.4% | +115.8% | -169.2% | -82.6% |
| All | +6.9% | +449.2% | -442.3% | -86.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling