+96.3%
CAT vs ONTO
+167.3%
-71.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.8% | -0.7% |
| 7D | +5.6% | +9.7% | -4.1% | +1.9% |
| 30D | -2.3% | -8.8% | +6.5% | +0.4% |
| 3M | -10.0% | +4.5% | -14.5% | -14.1% |
| 6M | +21.2% | +56.4% | -35.2% | -2.6% |
| YTD | +44.4% | +78.1% | -33.6% | +10.5% |
| 1Y | +96.3% | +171.3% | -75.0% | +36.8% |
| All | +96.3% | +167.3% | -71.0% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling