+449.2%
ONTO vs ALLY
+56.1%
+393.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.0% | +11.5% |
| 7D | +1.4% | -0.2% | +1.6% | +1.3% |
| 30D | -34.1% | +3.4% | -37.6% | -35.5% |
| 3M | -37.1% | -11.1% | -26.0% | -33.5% |
| 6M | -31.8% | -11.5% | -20.3% | -27.8% |
| YTD | +22.9% | -12.3% | +35.3% | +30.5% |
| 1Y | +39.5% | +1.1% | +38.4% | +37.3% |
| 3Y | +57.7% | +64.8% | -7.1% | +16.9% |
| 5Y | +115.8% | -6.9% | +122.7% | +108.2% |
| All | +449.2% | +56.1% | +393.1% | +247.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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