+1,088.8%
ATI vs ONTO
+258.3%
+830.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -3.0% |
| 7D | +3.2% | +9.7% | -6.5% | +0.4% |
| 30D | -9.0% | -8.8% | -0.2% | -7.1% |
| 3M | +15.1% | +4.5% | +10.6% | +10.5% |
| 6M | +38.1% | +56.4% | -18.3% | +16.9% |
| YTD | +80.7% | +78.1% | +2.6% | +46.4% |
| 1Y | +167.5% | +171.3% | -3.8% | +89.6% |
| 3Y | +366.0% | +118.7% | +247.3% | +220.1% |
| 5Y | +1,088.8% | +269.4% | +819.4% | +487.2% |
| All | +1,088.8% | +258.3% | +830.5% | +487.2% |
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