+99.7%
ONTO vs AEIS
+142.1%
-42.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.4% | +3.8% | +4.1% |
| 7D | -1.0% | +3.0% | -4.0% | -3.5% |
| 30D | -2.9% | -14.6% | +11.8% | +11.9% |
| 3M | -2.5% | -12.4% | +10.0% | +11.3% |
| 6M | +28.2% | -15.0% | +43.2% | +47.1% |
| YTD | +69.8% | +34.3% | +35.5% | +30.4% |
| 1Y | +162.9% | +87.4% | +75.5% | +48.0% |
| All | +99.7% | +142.1% | -42.4% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling