+390.5%
ONTO vs AU
+420.8%
-30.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +5.0% | +6.1% | +10.1% |
| 7D | -14.0% | +16.5% | -30.6% | -16.8% |
| 30D | -43.1% | +3.3% | -46.3% | -43.4% |
| 3M | -35.5% | +6.8% | -42.3% | -36.4% |
| 6M | -41.1% | -3.9% | -37.1% | -41.0% |
| YTD | +9.8% | +12.9% | -3.2% | +6.6% |
| 1Y | +31.5% | +43.5% | -12.0% | +22.9% |
| 3Y | +45.2% | +445.5% | -400.4% | +6.2% |
| 5Y | +86.7% | +469.0% | -382.3% | +29.3% |
| All | +390.5% | +420.8% | -30.3% | +216.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling