+106.9%
ONTO vs AMRZ
-15.6%
+122.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.3% | +9.7% | +11.3% |
| 7D | +1.4% | -1.1% | +2.5% | +1.8% |
| 30D | -34.1% | +18.3% | -52.4% | -37.7% |
| 3M | -37.1% | -8.0% | -29.1% | -35.4% |
| 6M | -31.8% | -18.7% | -13.2% | -27.9% |
| YTD | +22.9% | -19.8% | +42.8% | +30.9% |
| 1Y | +39.5% | -12.3% | +51.8% | +42.3% |
| All | +106.9% | -15.6% | +122.5% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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