+58.1%
XYZ vs ONTO
+56.0%
+2.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -3.6% |
| 7D | -2.1% | +34.4% | -36.5% | -7.7% |
| 30D | +7.0% | -20.4% | +27.5% | +10.8% |
| 3M | +5.1% | -37.8% | +42.9% | +13.6% |
| 6M | +14.1% | -24.6% | +38.6% | +13.8% |
| YTD | +26.4% | +32.8% | -6.4% | +6.6% |
| 1Y | +25.1% | +54.7% | -29.6% | +0.8% |
| All | +58.1% | +56.0% | +2.1% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling