+459.0%
ONTO vs AEIS
+276.2%
+182.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.9% |
| 7D | -2.4% | -6.9% | +4.5% | +4.3% |
| 30D | -32.9% | -23.2% | -9.7% | -15.6% |
| 3M | -32.2% | -29.5% | -2.7% | -8.0% |
| 6M | -30.6% | -37.9% | +7.3% | +5.6% |
| YTD | +25.1% | +6.0% | +19.1% | +19.9% |
| 1Y | +40.0% | +1.2% | +38.8% | +39.0% |
| 3Y | +45.7% | +150.0% | -104.2% | -32.6% |
| 5Y | +128.8% | +141.9% | -13.1% | +10.5% |
| All | +459.0% | +276.2% | +182.8% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling