+115.8%
ONTO vs AZO
+78.2%
+37.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.9% |
| 7D | +1.4% | -0.1% | +1.4% | +1.3% |
| 30D | -34.1% | +10.6% | -44.7% | -35.2% |
| 3M | -37.1% | +4.0% | -41.0% | -37.5% |
| 6M | -31.8% | -7.0% | -24.8% | -30.7% |
| YTD | +22.9% | -4.1% | +27.1% | +23.5% |
| 1Y | +39.5% | -12.6% | +52.1% | +43.3% |
| 3Y | +57.7% | +21.4% | +36.3% | +34.9% |
| 5Y | +115.8% | +74.2% | +41.6% | +44.3% |
| All | +115.8% | +78.2% | +37.7% | +44.3% |
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 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