+125.5%
XRT vs ONTO
+476.3%
-350.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +1.0% |
| 7D | +1.7% | +17.5% | -15.8% | -2.0% |
| 30D | +7.5% | -15.7% | +23.2% | +10.1% |
| 3M | +2.2% | -39.7% | +41.9% | +11.8% |
| 6M | +14.7% | -26.5% | +41.1% | +15.2% |
| YTD | +7.5% | +29.0% | -21.5% | -8.9% |
| 1Y | +14.1% | +57.0% | -42.8% | -8.7% |
| 3Y | +58.8% | +50.0% | +8.8% | +12.2% |
| 5Y | -3.9% | +127.3% | -131.2% | -45.6% |
| All | +125.5% | +476.3% | -350.9% | -22.1% |
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