+37.5%
ONTO vs A
+23.5%
+14.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.1% | +8.9% | +10.6% |
| 7D | +1.4% | +4.8% | -3.4% | -0.2% |
| 30D | -34.1% | +5.6% | -39.8% | -35.0% |
| 3M | -37.1% | +23.6% | -60.7% | -41.0% |
| 6M | -31.8% | +56.4% | -88.2% | -41.1% |
| YTD | +22.9% | +33.4% | -10.5% | +16.2% |
| All | +37.5% | +23.5% | +14.0% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling