+459.0%
ONTO vs IAG
+433.7%
+25.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.7% | +8.4% | +3.1% |
| 7D | -2.4% | +16.8% | -19.3% | -5.6% |
| 30D | -32.9% | -1.5% | -31.5% | -32.8% |
| 3M | -32.2% | +0.5% | -32.7% | -32.5% |
| 6M | -30.6% | -1.0% | -29.7% | -30.9% |
| YTD | +25.1% | +12.3% | +12.8% | +20.7% |
| 1Y | +40.0% | +39.2% | +0.8% | +29.9% |
| 3Y | +45.7% | +712.3% | -666.6% | -2.6% |
| 5Y | +128.8% | +484.2% | -355.4% | +50.7% |
| All | +459.0% | +433.7% | +25.3% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 10y: compounded portfolio wealth divided by compounded IAG 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…
10y analysis · Full analysis span regression · 6 months rolling