+939.4%
ATI vs ONTO
+126.6%
+812.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -2.9% | -1.7% |
| 7D | +1.3% | -2.4% | +3.7% | +1.5% |
| 30D | -4.8% | -32.9% | +28.2% | +5.8% |
| 3M | -19.9% | -32.2% | +12.3% | -12.1% |
| 6M | +15.4% | -30.6% | +46.0% | +22.7% |
| YTD | +59.2% | +25.1% | +34.1% | +41.6% |
| 1Y | +86.3% | +40.0% | +46.3% | +59.9% |
| 3Y | +318.2% | +45.7% | +272.5% | +223.6% |
| All | +939.4% | +126.6% | +812.8% | +556.4% |
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