+43.1%
ONTO vs AZO
-7.5%
+50.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.9% | -12.6% | -7.1% |
| 7D | -17.4% | +5.3% | -22.7% | -15.5% |
| 30D | -43.2% | +18.4% | -61.6% | -39.8% |
| 3M | -35.7% | +9.8% | -45.6% | -32.8% |
| 6M | -38.3% | -4.5% | -33.8% | -34.5% |
| YTD | +17.1% | -1.9% | +19.0% | +28.6% |
| 1Y | +43.1% | -9.5% | +52.7% | +56.4% |
| All | +43.1% | -7.5% | +50.6% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling