+238.0%
ONTO vs ACM
+5.0%
+233.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.4% |
| 7D | -1.0% | -3.7% | +2.7% | +1.4% |
| 30D | -2.9% | -11.1% | +8.2% | +3.0% |
| 3M | -2.5% | -8.0% | +5.5% | -0.3% |
| 6M | +28.2% | -29.7% | +57.9% | +60.8% |
| YTD | +69.8% | -29.4% | +99.1% | +109.0% |
| 1Y | +162.9% | -46.4% | +209.3% | +303.9% |
| 3Y | +95.9% | -22.3% | +118.3% | +116.0% |
| All | +238.0% | +5.0% | +233.1% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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