+115.8%
ONTO vs CG
-16.4%
+132.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.6% | +5.4% | +7.6% |
| 7D | +1.4% | +3.0% | -1.7% | -0.3% |
| 30D | -34.1% | +10.1% | -44.2% | -38.4% |
| 3M | -37.1% | -10.8% | -26.2% | -32.7% |
| 6M | -31.8% | -15.2% | -16.6% | -25.0% |
| YTD | +22.9% | -26.9% | +49.8% | +48.2% |
| 1Y | +39.5% | -17.0% | +56.6% | +53.4% |
| 3Y | +57.7% | +54.6% | +3.0% | +7.9% |
| 5Y | +115.8% | -16.7% | +132.6% | +123.0% |
| All | +115.8% | -16.4% | +132.2% | +123.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling