+61.2%
ONTO vs CG
-19.9%
+81.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.4% | +10.3% | +9.6% |
| 7D | +16.4% | -3.8% | +20.2% | +19.1% |
| 30D | -21.4% | +7.5% | -28.9% | -24.1% |
| 3M | -32.7% | -14.4% | -18.4% | -27.1% |
| 6M | -25.2% | -15.7% | -9.5% | -18.3% |
| YTD | +36.2% | -29.0% | +65.2% | +61.9% |
| 1Y | +61.2% | -22.1% | +83.3% | +79.3% |
| All | +61.2% | -19.9% | +81.1% | +79.3% |
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