+91.5%
ONTO vs ACGL
+159.2%
-67.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.0% | +14.1% | +11.1% |
| 7D | -14.0% | +0.9% | -14.9% | -14.1% |
| 30D | -43.1% | +13.7% | -56.8% | -43.5% |
| 3M | -35.5% | +8.0% | -43.6% | -35.8% |
| 6M | -41.1% | +13.3% | -54.4% | -42.1% |
| YTD | +9.8% | +11.8% | -2.1% | +7.4% |
| 1Y | +31.5% | +22.2% | +9.3% | +25.4% |
| 3Y | +45.2% | +32.5% | +12.7% | +30.4% |
| All | +91.5% | +159.2% | -67.8% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 5y: compounded portfolio wealth divided by compounded ACGL 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…
5y analysis · Full analysis span regression · 6 months rolling