+493.5%
ONTO vs A
+140.3%
+353.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -0.8% |
| 7D | +34.4% | +0.7% | +33.7% | +34.0% |
| 30D | -20.4% | +0.8% | -21.3% | -20.3% |
| 3M | -37.8% | +16.9% | -54.7% | -44.8% |
| 6M | -24.6% | +53.8% | -78.3% | -47.6% |
| YTD | +32.8% | +28.1% | +4.7% | +6.6% |
| 1Y | +54.7% | +15.0% | +39.7% | +35.7% |
| 3Y | +54.7% | +63.1% | -8.4% | -2.2% |
| 5Y | +134.0% | +11.5% | +122.6% | +103.5% |
| All | +493.5% | +140.3% | +353.2% | +135.3% |
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