+373.3%
XLK vs ONTO
+696.1%
-322.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | -0.2% |
| 7D | +0.2% | +4.9% | -4.7% | -1.4% |
| 30D | -0.6% | -16.6% | +16.0% | +4.8% |
| 3M | +2.6% | -7.3% | +9.9% | +2.1% |
| 6M | +34.0% | +45.9% | -12.0% | +13.2% |
| YTD | +30.7% | +78.2% | -47.5% | +2.3% |
| 1Y | +39.2% | +159.8% | -120.6% | -5.4% |
| 3Y | +120.4% | +123.4% | -3.0% | +40.4% |
| 5Y | +148.8% | +265.8% | -117.0% | +23.5% |
| All | +373.3% | +696.1% | -322.8% | +52.8% |
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 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