+29.4%
NDAQ vs ONTO
+46.1%
-16.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.7% | +11.2% | +2.0% |
| 7D | +3.9% | -17.4% | +21.3% | +2.9% |
| 30D | +19.0% | -43.2% | +62.2% | +16.0% |
| 3M | +17.6% | -35.7% | +53.3% | +15.5% |
| 6M | +21.0% | -38.3% | +59.3% | +18.9% |
| YTD | +14.1% | +17.1% | -3.0% | +8.9% |
| 1Y | +29.4% | +43.1% | -13.7% | +22.0% |
| All | +29.4% | +46.1% | -16.7% | +22.0% |
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