+658.6%
ONTO vs AZO
+164.1%
+494.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.6% | +6.0% |
| 7D | -1.0% | +0.7% | -1.7% | -1.3% |
| 30D | -2.9% | -2.7% | -0.2% | -2.0% |
| 3M | -2.5% | -3.2% | +0.7% | -2.6% |
| 6M | +28.2% | -19.7% | +47.9% | +38.4% |
| YTD | +69.8% | -12.0% | +81.8% | +74.7% |
| 1Y | +162.9% | -29.5% | +192.4% | +197.6% |
| 3Y | +95.9% | +17.3% | +78.6% | +59.8% |
| 5Y | +244.5% | +94.1% | +150.4% | +93.1% |
| All | +658.6% | +164.1% | +494.5% | +203.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling