+16.2%
ONTO vs ADVB
-97.6%
+113.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -9.5% | -6.1% | -15.4% |
| 7D | -29.7% | -28.0% | -1.7% | -29.2% |
| 30D | -50.3% | -70.2% | +19.9% | -49.4% |
| 3M | -43.5% | -76.1% | +32.6% | -42.4% |
| 6M | -48.9% | -72.3% | +23.4% | -49.4% |
| YTD | -1.2% | -67.5% | +66.3% | -5.2% |
| 1Y | +14.9% | -78.6% | +93.5% | +15.0% |
| All | +16.2% | -97.6% | +113.8% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling