-42.9%
ACN vs ONTO
+258.3%
-301.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.9% | -9.0% | -4.6% |
| 7D | -4.8% | +9.7% | -14.5% | -5.7% |
| 30D | +1.9% | -8.8% | +10.7% | +2.4% |
| 3M | +3.9% | +4.5% | -0.6% | +0.4% |
| 6M | -15.0% | +56.4% | -71.4% | -24.3% |
| YTD | -31.9% | +78.1% | -110.0% | -41.3% |
| 1Y | -28.5% | +171.3% | -199.8% | -43.7% |
| 3Y | -41.9% | +118.7% | -160.6% | -58.2% |
| 5Y | -42.9% | +269.4% | -312.2% | -68.5% |
| All | -42.9% | +258.3% | -301.1% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling