+37.7%
ONTO vs ADVB
-97.4%
+135.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.5% | -4.1% | -8.6% |
| 7D | -17.4% | -29.5% | +12.2% | -16.8% |
| 30D | -43.2% | -66.9% | +23.7% | -42.3% |
| 3M | -35.7% | -73.7% | +38.0% | -34.7% |
| 6M | -38.3% | -64.8% | +26.5% | -39.8% |
| YTD | +17.1% | -64.0% | +81.1% | +12.0% |
| 1Y | +43.1% | -77.0% | +120.1% | +43.3% |
| All | +37.7% | -97.4% | +135.0% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 3y: compounded portfolio wealth divided by compounded ADVB 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…
3y analysis · Full analysis span regression · 6 months rolling