+688.0%
ONTO vs AU
+507.8%
+180.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | +9.4% | +0.6% | +8.7% | +9.2% |
| 30D | -4.4% | +12.3% | -16.7% | -6.8% |
| 3M | +1.6% | +29.4% | -27.8% | -3.6% |
| 6M | +45.3% | +3.2% | +42.0% | +42.7% |
| YTD | +76.4% | +31.8% | +44.6% | +66.4% |
| 1Y | +167.2% | +83.4% | +83.7% | +139.1% |
| 3Y | +116.6% | +623.1% | -506.5% | +50.0% |
| 5Y | +263.7% | +700.5% | -436.8% | +135.8% |
| All | +688.0% | +507.8% | +180.2% | +394.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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