+341.5%
ONTO vs A
+138.6%
+202.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.0% | -12.6% | -13.2% |
| 7D | -29.7% | -5.2% | -24.5% | -26.3% |
| 30D | -50.3% | +1.4% | -51.7% | -50.5% |
| 3M | -43.5% | +21.9% | -65.4% | -51.5% |
| 6M | -48.9% | +46.7% | -95.5% | -63.3% |
| YTD | -1.2% | +27.2% | -28.4% | -20.4% |
| 1Y | +14.9% | +17.9% | -3.0% | -1.8% |
| 3Y | +31.2% | +61.1% | -29.9% | -16.5% |
| 5Y | +68.1% | +13.8% | +54.3% | +42.2% |
| All | +341.5% | +138.6% | +202.9% | +75.6% |
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