+41.0%
XYZ vs ONTO
+449.2%
-408.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +12.0% | -8.4% | -1.2% |
| 7D | +14.9% | +1.4% | +13.5% | +12.3% |
| 30D | +14.7% | -34.1% | +48.8% | +32.2% |
| 3M | +12.1% | -37.1% | +49.2% | +28.6% |
| 6M | +18.3% | -31.8% | +50.2% | +22.1% |
| YTD | +36.1% | +22.9% | +13.1% | +1.8% |
| 1Y | +35.3% | +39.5% | -4.2% | -5.6% |
| 3Y | +73.5% | +57.7% | +15.8% | -13.1% |
| 5Y | -61.6% | +115.8% | -177.4% | -85.1% |
| All | +41.0% | +449.2% | -408.2% | -74.0% |
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