+658.6%
ONTO vs EQX
+106.8%
+551.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.5% | +6.6% |
| 7D | -1.0% | -1.4% | +0.4% | -0.8% |
| 30D | -2.9% | +24.4% | -27.3% | -7.0% |
| 3M | -2.5% | +11.6% | -14.1% | -4.9% |
| 6M | +28.2% | -25.0% | +53.2% | +33.1% |
| YTD | +69.8% | -8.4% | +78.2% | +69.3% |
| 1Y | +162.9% | +43.4% | +119.5% | +141.6% |
| 3Y | +95.9% | +162.0% | -66.0% | +55.4% |
| 5Y | +244.5% | +70.1% | +174.3% | +176.8% |
| All | +658.6% | +106.8% | +551.8% | +528.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 all: compounded portfolio wealth divided by compounded EQX 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…
all analysis · Full analysis span regression · 6 months rolling