+57.0%
ONTO vs AZO
-15.7%
+72.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.8% |
| 7D | +17.5% | +1.3% | +16.2% | +18.1% |
| 30D | -15.7% | +12.0% | -27.6% | -12.2% |
| 3M | -39.7% | +7.2% | -46.9% | -37.5% |
| 6M | -26.5% | -3.2% | -23.3% | -22.8% |
| YTD | +29.0% | -3.9% | +32.9% | +40.3% |
| 1Y | +57.0% | -14.7% | +71.6% | +63.8% |
| All | +57.0% | -15.7% | +72.7% | +63.8% |
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