+18.4%
XRT vs ONTO
+46.1%
-27.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -8.7% | +14.2% | +5.8% |
| 7D | +8.0% | -17.4% | +25.4% | +8.7% |
| 30D | +13.0% | -43.2% | +56.2% | +15.9% |
| 3M | +1.7% | -35.7% | +37.4% | +3.1% |
| 6M | +12.6% | -38.3% | +50.9% | +12.9% |
| YTD | +10.7% | +17.1% | -6.4% | -0.8% |
| 1Y | +18.4% | +43.1% | -24.8% | +1.2% |
| All | +18.4% | +46.1% | -27.7% | +1.2% |
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 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