+279.0%
AG vs ONTO
+118.2%
+160.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -2.4% |
| 7D | +4.5% | +9.7% | -5.2% | +1.7% |
| 30D | +12.9% | -8.8% | +21.7% | +15.0% |
| 3M | +20.9% | +4.5% | +16.4% | +16.2% |
| 6M | -19.5% | +56.4% | -75.9% | -30.9% |
| YTD | +24.8% | +78.1% | -53.3% | +4.3% |
| 1Y | +120.2% | +171.3% | -51.0% | +67.4% |
| 3Y | +279.0% | +118.7% | +160.3% | +219.5% |
| All | +279.0% | +118.2% | +160.8% | +219.5% |
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 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