+18.0%
CI vs ONTO
+46.1%
-28.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -8.7% | +12.1% | +2.9% |
| 7D | +3.5% | -17.4% | +20.9% | +2.5% |
| 30D | +12.6% | -43.2% | +55.8% | +9.9% |
| 3M | +12.1% | -35.7% | +47.8% | +10.0% |
| 6M | +10.6% | -38.3% | +48.9% | +9.0% |
| YTD | +12.8% | +17.1% | -4.2% | +8.8% |
| 1Y | +18.0% | +43.1% | -25.1% | +15.0% |
| All | +18.0% | +46.1% | -28.1% | +15.0% |
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