+390.5%
ONTO vs A
+142.7%
+247.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.7% | +9.3% | +9.7% |
| 7D | -14.0% | -0.1% | -14.0% | -13.6% |
| 30D | -43.1% | +3.4% | -46.4% | -44.1% |
| 3M | -35.5% | +23.8% | -59.3% | -45.2% |
| 6M | -41.1% | +49.0% | -90.1% | -58.2% |
| YTD | +9.8% | +29.4% | -19.6% | -12.7% |
| 1Y | +31.5% | +19.4% | +12.1% | +11.6% |
| 3Y | +45.2% | +66.2% | -21.0% | -9.8% |
| 5Y | +86.7% | +15.8% | +70.9% | +56.1% |
| All | +390.5% | +142.7% | +247.7% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling