+914.9%
ATI vs ONTO
+688.0%
+226.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +2.4% | +9.4% | -7.0% | -1.1% |
| 30D | -9.5% | -4.4% | -5.0% | -8.7% |
| 3M | +10.4% | +1.6% | +8.8% | +5.3% |
| 6M | +31.8% | +45.3% | -13.5% | +7.8% |
| YTD | +80.0% | +76.4% | +3.6% | +35.1% |
| 1Y | +175.8% | +167.2% | +8.7% | +72.2% |
| 3Y | +364.2% | +116.6% | +247.7% | +168.1% |
| 5Y | +1,076.9% | +263.7% | +813.1% | +353.8% |
| All | +914.9% | +688.0% | +226.9% | +116.6% |
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 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