+106.4%
AG vs ONTO
+658.6%
-552.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.1% | -3.8% |
| 7D | +1.0% | -1.0% | +2.0% | +1.2% |
| 30D | +19.2% | -2.9% | +22.1% | +19.1% |
| 3M | +6.2% | -2.5% | +8.6% | +4.1% |
| 6M | -26.7% | +28.2% | -54.9% | -34.4% |
| YTD | +26.1% | +69.8% | -43.7% | +4.1% |
| 1Y | +131.7% | +162.9% | -31.2% | +68.2% |
| 3Y | +255.3% | +95.9% | +159.4% | +155.1% |
| 5Y | +61.9% | +244.5% | -182.5% | -12.4% |
| All | +106.4% | +658.6% | -552.2% | -28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling