+688.0%
ONTO vs AZO
+157.7%
+530.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.4% |
| 7D | +9.4% | -0.8% | +10.2% | +9.7% |
| 30D | -4.4% | -5.1% | +0.7% | -2.7% |
| 3M | +1.6% | -7.2% | +8.8% | +3.3% |
| 6M | +45.3% | -20.7% | +66.0% | +57.2% |
| YTD | +76.4% | -14.2% | +90.5% | +83.2% |
| 1Y | +167.2% | -32.2% | +199.3% | +207.4% |
| 3Y | +116.6% | +11.1% | +105.4% | +81.6% |
| 5Y | +263.7% | +87.6% | +176.2% | +107.4% |
| All | +688.0% | +157.7% | +530.3% | +218.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling