+84.8%
ONTO vs AMRZ
-17.5%
+102.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +11.6% |
| 7D | -14.0% | +1.2% | -15.2% | -14.5% |
| 30D | -43.1% | +15.1% | -58.1% | -45.7% |
| 3M | -35.5% | -18.1% | -17.5% | -31.7% |
| 6M | -41.1% | -23.5% | -17.6% | -36.2% |
| YTD | +9.8% | -21.6% | +31.4% | +17.5% |
| 1Y | +31.5% | -14.7% | +46.3% | +35.2% |
| All | +84.8% | -17.5% | +102.2% | +84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling