+72.8%
AG vs ONTO
+268.0%
-195.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.0% | +2.3% |
| 7D | -0.1% | +9.4% | -9.5% | -2.6% |
| 30D | +12.5% | -4.4% | +16.9% | +13.1% |
| 3M | +28.2% | +1.6% | +26.6% | +24.4% |
| 6M | -18.8% | +45.3% | -64.1% | -28.5% |
| YTD | +27.4% | +76.4% | -49.0% | +7.3% |
| 1Y | +132.2% | +167.2% | -35.0% | +77.3% |
| 3Y | +286.9% | +116.6% | +170.3% | +193.7% |
| 5Y | +72.8% | +263.7% | -191.0% | +4.7% |
| All | +72.8% | +268.0% | -195.2% | +4.7% |
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