+98.3%
AG vs ONTO
+661.2%
-562.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.4% | -1.5% | -3.8% |
| 7D | -5.8% | +6.5% | -12.3% | -7.7% |
| 30D | +6.4% | -15.9% | +22.3% | +11.4% |
| 3M | +28.4% | -0.2% | +28.5% | +24.7% |
| 6M | -24.5% | +38.7% | -63.2% | -34.0% |
| YTD | +21.2% | +70.4% | -49.2% | -0.1% |
| 1Y | +114.1% | +153.6% | -39.5% | +57.0% |
| 3Y | +268.0% | +109.2% | +158.9% | +158.6% |
| 5Y | +67.3% | +249.7% | -182.4% | -10.0% |
| All | +98.3% | +661.2% | -562.8% | -31.5% |
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 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