+118.7%
ONTO vs AZO
+14.4%
+104.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +5.9% | +4.8% |
| 7D | +9.7% | -0.5% | +10.1% | +9.6% |
| 30D | -8.8% | -5.6% | -3.2% | -9.2% |
| 3M | +4.5% | -4.0% | +8.5% | +4.6% |
| 6M | +56.4% | -18.9% | +75.4% | +56.8% |
| YTD | +78.1% | -13.0% | +91.0% | +79.3% |
| 1Y | +171.3% | -30.4% | +201.7% | +173.5% |
| 3Y | +118.7% | +12.7% | +106.0% | +98.3% |
| All | +118.7% | +14.4% | +104.3% | +98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling