+31.5%
ONTO vs ACWI
+10.2%
+21.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.2% |
| 7D | -14.0% | -2.4% | -11.7% | -6.9% |
| 30D | -43.1% | -5.2% | -37.9% | -31.6% |
| 3M | -35.5% | -4.8% | -30.7% | -22.9% |
| 6M | -41.1% | -1.3% | -39.8% | -34.5% |
| YTD | +9.8% | +8.4% | +1.4% | -2.1% |
| 1Y | +31.5% | +11.0% | +20.5% | +11.3% |
| All | +31.5% | +10.2% | +21.3% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling