+130.7%
ONTO vs IAG
+421.7%
-291.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -3.9% | -3.1% |
| 7D | +17.5% | -7.7% | +25.2% | +19.2% |
| 30D | -15.7% | +1.6% | -17.2% | -16.0% |
| 3M | -39.7% | -2.4% | -37.3% | -39.6% |
| 6M | -26.5% | -7.8% | -18.7% | -25.9% |
| YTD | +29.0% | +5.0% | +24.0% | +26.7% |
| 1Y | +57.0% | +25.7% | +31.3% | +50.2% |
| 3Y | +50.0% | +694.5% | -644.5% | +14.7% |
| All | +130.7% | +421.7% | -291.0% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling