+34.3%
AIG vs ONTO
+113.5%
-79.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.4% | +0.5% |
| 7D | -1.4% | +9.4% | -10.8% | -1.6% |
| 30D | -3.3% | -4.4% | +1.1% | -3.3% |
| 3M | +2.2% | +1.6% | +0.6% | +1.4% |
| 6M | -2.1% | +45.3% | -47.4% | -4.8% |
| YTD | -11.2% | +76.4% | -87.6% | -14.9% |
| 1Y | -2.1% | +167.2% | -169.3% | -9.2% |
| All | +34.3% | +113.5% | -79.2% | +19.9% |
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