+99.1%
ONTO vs ACI
-39.5%
+138.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.5% | -12.2% | -8.1% |
| 7D | -17.4% | +4.5% | -21.9% | -16.6% |
| 30D | -43.2% | +20.9% | -64.1% | -41.6% |
| 3M | -35.7% | +15.2% | -51.0% | -34.1% |
| 6M | -38.3% | -13.3% | -25.0% | -37.4% |
| YTD | +17.1% | -16.2% | +33.3% | +18.5% |
| 1Y | +43.1% | -16.9% | +60.0% | +44.9% |
| 3Y | +55.4% | -30.8% | +86.3% | +57.6% |
| All | +99.1% | -39.5% | +138.7% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling