+12.3%
XRT vs ONTO
+54.9%
-42.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -1.8% |
| 7D | -0.4% | +34.4% | -34.9% | -1.4% |
| 30D | +7.5% | -20.4% | +28.0% | +8.4% |
| 3M | +2.3% | -37.8% | +40.2% | +4.4% |
| 6M | +12.8% | -24.6% | +37.4% | +11.3% |
| YTD | +7.1% | +32.8% | -25.8% | -4.1% |
| 1Y | +12.3% | +54.7% | -42.5% | -1.8% |
| All | +12.3% | +54.9% | -42.7% | -1.8% |
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 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