+658.6%
ONTO vs A
+109.2%
+549.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.7% |
| 7D | -1.0% | -1.9% | +0.9% | +0.5% |
| 30D | -2.9% | +6.9% | -9.8% | -7.9% |
| 3M | -2.5% | +9.2% | -11.7% | -9.5% |
| 6M | +28.2% | +25.7% | +2.5% | +3.7% |
| YTD | +69.8% | +11.5% | +58.2% | +51.1% |
| 1Y | +162.9% | +18.4% | +144.5% | +121.5% |
| 3Y | +95.9% | +26.6% | +69.3% | +51.1% |
| 5Y | +244.5% | -12.8% | +257.3% | +269.0% |
| All | +658.6% | +109.2% | +549.4% | +233.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling