+111.2%
ONTO vs COMP
-21.4%
+132.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +7.7% | -16.4% | -10.2% |
| 7D | -17.4% | +9.5% | -26.9% | -19.1% |
| 30D | -43.2% | +8.1% | -51.3% | -44.4% |
| 3M | -35.7% | -16.3% | -19.4% | -34.1% |
| 6M | -38.3% | +42.2% | -80.5% | -44.1% |
| YTD | +17.1% | -5.0% | +22.1% | +14.3% |
| 1Y | +43.1% | +20.1% | +23.1% | +32.9% |
| 3Y | +55.4% | +358.4% | -303.0% | +5.9% |
| 5Y | +111.2% | -21.9% | +133.1% | +81.2% |
| All | +111.2% | -21.4% | +132.6% | +81.2% |
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