+50.0%
ONTO vs AGI
+127.5%
-77.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | +17.5% | -10.1% | +27.6% | +20.3% |
| 30D | -15.7% | -6.5% | -9.1% | -14.6% |
| 3M | -39.7% | -12.8% | -26.9% | -38.1% |
| 6M | -26.5% | -34.3% | +7.8% | -20.1% |
| YTD | +29.0% | -25.6% | +54.6% | +35.8% |
| 1Y | +57.0% | -14.2% | +71.2% | +60.3% |
| 3Y | +50.0% | +127.3% | -77.3% | +28.7% |
| All | +50.0% | +127.5% | -77.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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