+488.0%
ONTO vs ACI
+31.1%
+456.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.0% | +12.1% |
| 7D | +1.4% | -5.9% | +7.3% | +0.9% |
| 30D | -34.1% | +7.2% | -41.3% | -33.7% |
| 3M | -37.1% | +8.8% | -45.9% | -36.6% |
| 6M | -31.8% | -17.2% | -14.7% | -31.5% |
| YTD | +22.9% | -21.3% | +44.2% | +23.4% |
| 1Y | +39.5% | -23.7% | +63.2% | +40.2% |
| 3Y | +57.7% | -32.8% | +90.5% | +58.3% |
| 5Y | +115.8% | -41.4% | +157.2% | +116.3% |
| All | +488.0% | +31.1% | +456.9% | +449.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling