+390.5%
ONTO vs AEIS
+234.3%
+156.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +6.1% | +5.0% | +5.9% |
| 7D | -14.0% | -11.3% | -2.8% | -4.5% |
| 30D | -43.1% | -32.6% | -10.5% | -20.1% |
| 3M | -35.5% | -39.2% | +3.6% | -1.0% |
| 6M | -41.1% | -45.4% | +4.3% | -0.1% |
| YTD | +9.8% | -5.8% | +15.6% | +16.1% |
| 1Y | +31.5% | -10.0% | +41.5% | +43.9% |
| 3Y | +45.2% | +121.2% | -76.0% | -25.6% |
| 5Y | +86.7% | +110.6% | -23.9% | +0.9% |
| All | +390.5% | +234.3% | +156.1% | +71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling