+68.1%
ONTO vs COMP
-28.0%
+96.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -8.2% | -7.4% | -13.9% |
| 7D | -29.7% | -1.8% | -27.9% | -29.4% |
| 30D | -50.3% | -0.8% | -49.5% | -50.4% |
| 3M | -43.5% | -28.1% | -15.3% | -40.0% |
| 6M | -48.9% | +27.0% | -75.9% | -52.5% |
| YTD | -1.2% | -12.8% | +11.6% | -1.6% |
| 1Y | +14.9% | +4.9% | +10.0% | +9.9% |
| 3Y | +31.2% | +321.0% | -289.8% | -9.0% |
| 5Y | +68.1% | -25.6% | +93.7% | +50.7% |
| All | +68.1% | -28.0% | +96.0% | +50.7% |
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