+37.5%
ONTO vs CG
-18.0%
+55.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.6% | +5.4% | +8.6% |
| 7D | +1.4% | +3.0% | -1.7% | +0.3% |
| 30D | -34.1% | +10.1% | -44.2% | -37.0% |
| 3M | -37.1% | -10.8% | -26.2% | -33.3% |
| 6M | -31.8% | -15.2% | -16.6% | -25.8% |
| YTD | +22.9% | -26.9% | +49.8% | +42.9% |
| All | +37.5% | -18.0% | +55.5% | +51.4% |
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