+390.5%
ONTO vs ALC
+30.9%
+359.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.1% | +13.2% | +12.3% |
| 7D | -14.0% | +4.9% | -18.9% | -17.2% |
| 30D | -43.1% | +19.0% | -62.0% | -49.7% |
| 3M | -35.5% | +7.8% | -43.3% | -39.8% |
| 6M | -41.1% | +14.6% | -55.6% | -48.3% |
| YTD | +9.8% | -4.4% | +14.2% | +8.5% |
| 1Y | +31.5% | +1.4% | +30.1% | +24.2% |
| 3Y | +45.2% | +2.5% | +42.6% | +31.3% |
| 5Y | +86.7% | -10.9% | +97.6% | +86.1% |
| All | +390.5% | +30.9% | +359.5% | +263.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 10y: compounded portfolio wealth divided by compounded ALC 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…
10y analysis · Full analysis span regression · 6 months rolling