+263.7%
ONTO vs AZO
+86.9%
+176.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.7% |
| 7D | +9.4% | -0.8% | +10.2% | +9.5% |
| 30D | -4.4% | -5.1% | +0.7% | -3.7% |
| 3M | +1.6% | -7.2% | +8.8% | +2.5% |
| 6M | +45.3% | -20.7% | +66.0% | +51.9% |
| YTD | +76.4% | -14.2% | +90.5% | +80.4% |
| 1Y | +167.2% | -32.2% | +199.3% | +190.7% |
| 3Y | +116.6% | +11.1% | +105.4% | +87.7% |
| 5Y | +263.7% | +87.6% | +176.2% | +154.6% |
| All | +263.7% | +86.9% | +176.8% | +154.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling