+123.6%
ONTO vs AMRZ
-19.3%
+142.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.0% |
| 7D | +34.4% | -4.0% | +38.4% | +35.9% |
| 30D | -20.4% | +12.4% | -32.8% | -23.6% |
| 3M | -37.8% | -11.5% | -26.3% | -35.5% |
| 6M | -24.6% | -21.6% | -3.0% | -19.5% |
| YTD | +32.8% | -23.4% | +56.2% | +43.1% |
| 1Y | +54.7% | -17.2% | +71.9% | +60.6% |
| All | +123.6% | -19.3% | +142.8% | +124.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling