+24.2%
IJR vs ONTO
+46.1%
-21.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.7% | +10.0% | +2.3% |
| 7D | +2.3% | -17.4% | +19.6% | +4.3% |
| 30D | +2.8% | -43.2% | +46.0% | +9.3% |
| 3M | -4.6% | -35.7% | +31.1% | -0.7% |
| 6M | +5.7% | -38.3% | +44.0% | +8.8% |
| YTD | +19.9% | +17.1% | +2.8% | +8.0% |
| 1Y | +24.2% | +43.1% | -19.0% | +6.3% |
| All | +24.2% | +46.1% | -21.9% | +6.3% |
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