+238.0%
ONTO vs AGI
+385.7%
-147.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +6.6% |
| 7D | -1.0% | +0.6% | -1.6% | -1.2% |
| 30D | -2.9% | +18.2% | -21.1% | -6.4% |
| 3M | -2.5% | -4.1% | +1.7% | -2.3% |
| 6M | +28.2% | -28.7% | +56.9% | +35.6% |
| YTD | +69.8% | -4.0% | +73.8% | +68.8% |
| 1Y | +162.9% | +17.4% | +145.5% | +150.9% |
| 3Y | +95.9% | +203.0% | -107.1% | +53.3% |
| All | +238.0% | +385.7% | -147.7% | +139.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling