+238.0%
ONTO vs ACWI
+67.7%
+170.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -1.0% | +0.5% | -1.5% | -2.1% |
| 30D | -2.9% | +0.9% | -3.8% | -4.3% |
| 3M | -2.5% | +2.4% | -4.9% | -4.5% |
| 6M | +28.2% | +12.4% | +15.8% | +4.1% |
| YTD | +69.8% | +15.2% | +54.6% | +31.6% |
| 1Y | +162.9% | +22.7% | +140.2% | +80.8% |
| 3Y | +95.9% | +75.8% | +20.2% | -28.1% |
| All | +238.0% | +67.7% | +170.4% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling