+143.6%
ONTO vs ALLY
-8.7%
+152.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.6% | +7.3% | +8.0% |
| 7D | +16.4% | -2.8% | +19.1% | +18.2% |
| 30D | -21.4% | +1.9% | -23.3% | -22.5% |
| 3M | -32.7% | -12.1% | -20.6% | -28.4% |
| 6M | -25.2% | -9.0% | -16.2% | -21.8% |
| YTD | +36.2% | -12.9% | +49.2% | +45.3% |
| 1Y | +61.2% | -0.1% | +61.2% | +59.6% |
| 3Y | +58.7% | +64.6% | -5.9% | +18.1% |
| 5Y | +143.6% | -10.1% | +153.7% | +162.1% |
| All | +143.6% | -8.7% | +152.3% | +162.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling