+25.4%
OMC vs ONTO
+52.3%
-26.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.2% | +1.1% |
| 7D | +1.9% | +17.5% | -15.6% | +3.1% |
| 30D | +12.2% | -15.7% | +27.9% | +11.3% |
| 3M | +0.6% | -39.7% | +40.3% | -1.7% |
| 6M | +21.0% | -26.5% | +47.5% | +18.7% |
| YTD | +12.4% | +29.0% | -16.6% | +17.1% |
| 1Y | +25.4% | +57.0% | -31.5% | +36.2% |
| All | +25.4% | +52.3% | -26.9% | +36.2% |
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