+55.0%
XEL vs ONTO
+51.5%
+3.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.1% |
| 7D | +2.4% | +17.5% | -15.1% | +2.9% |
| 30D | +8.3% | -15.7% | +23.9% | +8.0% |
| 3M | +4.2% | -39.7% | +43.9% | +3.1% |
| 6M | +3.7% | -26.5% | +30.2% | +3.5% |
| YTD | +13.1% | +29.0% | -15.9% | +15.8% |
| 1Y | +5.0% | +57.0% | -52.0% | +8.6% |
| 3Y | +55.0% | +50.0% | +5.0% | +64.6% |
| All | +55.0% | +51.5% | +3.5% | +64.6% |
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