+57.7%
ONTO vs AZO
+22.2%
+35.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +12.2% |
| 7D | +1.4% | -0.1% | +1.4% | +1.5% |
| 30D | -34.1% | +10.6% | -44.7% | -32.7% |
| 3M | -37.1% | +4.0% | -41.0% | -36.0% |
| 6M | -31.8% | -7.0% | -24.8% | -30.3% |
| YTD | +22.9% | -4.1% | +27.1% | +26.4% |
| 1Y | +39.5% | -12.6% | +52.1% | +42.4% |
| 3Y | +57.7% | +21.4% | +36.3% | +51.2% |
| All | +57.7% | +22.2% | +35.5% | +51.2% |
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