+142.0%
W vs ONTO
+45.4%
+96.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.1% | -12.5% | -5.5% |
| 7D | -3.6% | -14.0% | +10.4% | +0.8% |
| 30D | +7.0% | -43.1% | +50.0% | +29.5% |
| 3M | +7.4% | -35.5% | +42.9% | +20.6% |
| 6M | +69.3% | -41.1% | +110.4% | +89.1% |
| YTD | +11.3% | +9.8% | +1.5% | -8.0% |
| 1Y | +13.2% | +31.5% | -18.3% | -14.8% |
| 3Y | +142.0% | +45.2% | +96.9% | +61.2% |
| All | +142.0% | +45.4% | +96.6% | +61.2% |
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