+162.9%
ONTO vs CG
-24.3%
+187.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.8% | +7.1% |
| 7D | -1.0% | -4.3% | +3.3% | +1.4% |
| 30D | -2.9% | -5.1% | +2.2% | -0.5% |
| 3M | -2.5% | +8.7% | -11.1% | -7.8% |
| 6M | +28.2% | -9.2% | +37.4% | +34.8% |
| YTD | +69.8% | -18.9% | +88.6% | +89.5% |
| 1Y | +162.9% | -25.6% | +188.5% | +208.1% |
| All | +162.9% | -24.3% | +187.2% | +208.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling