+91.5%
ONTO vs ACI
-43.3%
+134.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.4% | +14.5% | +10.5% |
| 7D | -14.0% | -2.2% | -11.8% | -14.2% |
| 30D | -43.1% | +10.3% | -53.4% | -42.2% |
| 3M | -35.5% | +7.2% | -42.7% | -34.6% |
| 6M | -41.1% | -18.0% | -23.1% | -40.9% |
| YTD | +9.8% | -22.0% | +31.8% | +9.9% |
| 1Y | +31.5% | -23.4% | +54.9% | +31.6% |
| 3Y | +45.2% | -35.8% | +81.0% | +45.5% |
| All | +91.5% | -43.3% | +134.8% | +90.4% |
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