+37.5%
ONTO vs IAG
+52.4%
-14.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.8% | +6.2% | +9.7% |
| 7D | +1.4% | +24.0% | -22.6% | -6.7% |
| 30D | -34.1% | +5.5% | -39.7% | -35.4% |
| 3M | -37.1% | +8.3% | -45.4% | -39.2% |
| 6M | -31.8% | +6.1% | -37.9% | -35.4% |
| YTD | +22.9% | +20.3% | +2.6% | +15.0% |
| All | +37.5% | +52.4% | -14.8% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling