+20.1%
CI vs ONTO
+36.2%
-16.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.8% | +2.6% |
| 7D | +2.6% | -2.4% | +5.0% | +2.6% |
| 30D | +7.3% | -32.9% | +40.3% | +5.7% |
| 3M | +9.5% | -32.2% | +41.7% | +8.0% |
| 6M | +6.4% | -30.6% | +37.0% | +5.3% |
| YTD | +12.0% | +25.1% | -13.1% | +9.7% |
| 1Y | +20.1% | +40.0% | -19.9% | +19.0% |
| All | +20.1% | +36.2% | -16.1% | +19.0% |
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