+12.3%
XLI vs ONTO
+52.3%
-40.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | 0.0% |
| 7D | +3.8% | +17.5% | -13.8% | +1.3% |
| 30D | +1.0% | -15.7% | +16.7% | +2.7% |
| 3M | -8.9% | -39.7% | +30.8% | -3.4% |
| 6M | -2.3% | -26.5% | +24.2% | -1.6% |
| YTD | +9.7% | +29.0% | -19.3% | -3.0% |
| 1Y | +12.3% | +57.0% | -44.6% | -3.5% |
| All | +12.3% | +52.3% | -40.0% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling