-22.5%
ACN vs ONTO
+84.2%
-106.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +11.1% | -12.8% | -2.4% |
| 7D | +0.9% | -14.0% | +14.9% | +1.7% |
| 30D | +33.5% | -43.1% | +76.6% | +38.4% |
| 3M | +53.5% | -35.5% | +89.0% | +56.3% |
| 6M | +52.2% | -41.1% | +93.3% | +52.8% |
| YTD | -0.1% | +9.8% | -9.9% | -11.3% |
| 1Y | +11.0% | +31.5% | -20.5% | -4.9% |
| 3Y | -11.8% | +45.2% | -56.9% | -35.8% |
| All | -22.5% | +84.2% | -106.7% | -53.6% |
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