+45.2%
ONTO vs AEIS
+117.1%
-72.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +6.1% | +5.0% | +5.6% |
| 7D | -14.0% | -11.3% | -2.8% | -4.1% |
| 30D | -43.1% | -32.6% | -10.5% | -18.8% |
| 3M | -35.5% | -39.2% | +3.6% | +0.9% |
| 6M | -41.1% | -45.4% | +4.3% | +1.7% |
| YTD | +9.8% | -5.8% | +15.6% | +15.4% |
| 1Y | +31.5% | -10.0% | +41.5% | +43.4% |
| 3Y | +45.2% | +121.2% | -76.0% | -27.2% |
| All | +45.2% | +117.1% | -72.0% | -27.2% |
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 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