+423.1%
ONTO vs ACWI
+136.6%
+286.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.7% | -10.4% | -11.9% |
| 7D | -17.4% | -0.5% | -16.9% | -16.7% |
| 30D | -43.2% | -1.6% | -41.6% | -41.1% |
| 3M | -35.7% | -1.3% | -34.4% | -33.3% |
| 6M | -38.3% | +5.8% | -44.1% | -42.4% |
| YTD | +17.1% | +12.7% | +4.3% | -1.0% |
| 1Y | +43.1% | +15.0% | +28.1% | +17.3% |
| 3Y | +55.4% | +77.5% | -22.1% | -34.7% |
| 5Y | +111.2% | +61.9% | +49.3% | +8.4% |
| All | +423.1% | +136.6% | +286.5% | +50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling