+341.5%
ONTO vs ACWI
+127.6%
+213.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.8% | -11.8% | -8.2% |
| 7D | -29.7% | -4.0% | -25.7% | -23.3% |
| 30D | -50.3% | -5.8% | -44.5% | -43.4% |
| 3M | -43.5% | -5.0% | -38.5% | -36.3% |
| 6M | -48.9% | +0.7% | -49.6% | -47.0% |
| YTD | -1.2% | +8.4% | -9.6% | -9.1% |
| 1Y | +14.9% | +10.1% | +4.8% | +3.2% |
| 3Y | +31.2% | +70.8% | -39.6% | -40.1% |
| 5Y | +68.1% | +55.4% | +12.7% | -5.9% |
| All | +341.5% | +127.6% | +213.9% | +37.9% |
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