+238.0%
ONTO vs COMP
-31.2%
+269.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.6% | +6.0% |
| 7D | -1.0% | +1.4% | -2.4% | -1.3% |
| 30D | -2.9% | -13.3% | +10.4% | -0.2% |
| 3M | -2.5% | +41.1% | -43.6% | -9.6% |
| 6M | +28.2% | +17.2% | +11.0% | +21.7% |
| YTD | +69.8% | +5.2% | +64.6% | +63.7% |
| 1Y | +162.9% | +18.9% | +144.0% | +144.7% |
| 3Y | +95.9% | +215.9% | -120.0% | +44.2% |
| All | +238.0% | -31.2% | +269.2% | +216.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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