-9.8%
IGV vs ONTO
+156.1%
-165.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | -5.4% | +6.5% | -11.9% | -5.7% |
| 30D | -2.6% | -15.9% | +13.3% | -1.9% |
| 3M | +10.5% | -0.2% | +10.7% | +8.8% |
| 6M | +18.2% | +38.7% | -20.6% | +10.8% |
| YTD | -4.2% | +70.4% | -74.6% | -14.0% |
| 1Y | -9.8% | +153.6% | -163.4% | -23.7% |
| All | -9.8% | +156.1% | -165.9% | -23.7% |
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