+238.0%
ONTO vs ALC
-16.0%
+254.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.4% | +7.5% |
| 7D | -1.0% | -2.1% | +1.1% | +0.1% |
| 30D | -2.9% | -0.1% | -2.8% | -3.2% |
| 3M | -2.5% | +5.9% | -8.3% | -7.6% |
| 6M | +28.2% | -15.9% | +44.1% | +41.0% |
| YTD | +69.8% | -10.1% | +79.9% | +77.8% |
| 1Y | +162.9% | -10.2% | +173.1% | +174.6% |
| 3Y | +95.9% | -13.6% | +109.5% | +104.0% |
| All | +238.0% | -16.0% | +254.0% | +268.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling