+61.2%
ONTO vs A
+21.4%
+39.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.5% | +9.4% | +9.1% |
| 7D | +16.4% | -0.1% | +16.5% | +16.7% |
| 30D | -21.4% | +3.3% | -24.7% | -21.8% |
| 3M | -32.7% | +18.5% | -51.3% | -36.1% |
| 6M | -25.2% | +59.3% | -84.5% | -36.9% |
| YTD | +36.2% | +31.0% | +5.2% | +30.2% |
| 1Y | +61.2% | +19.3% | +41.9% | +62.4% |
| All | +61.2% | +21.4% | +39.8% | +62.4% |
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