+238.0%
ONTO vs IAG
+764.1%
-526.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.4% | +6.5% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | -2.9% | +28.9% | -31.8% | -7.2% |
| 3M | -2.5% | +19.1% | -21.6% | -5.7% |
| 6M | +28.2% | -10.3% | +38.5% | +28.5% |
| YTD | +69.8% | +24.2% | +45.6% | +62.0% |
| 1Y | +162.9% | +116.5% | +46.4% | +133.2% |
| 3Y | +95.9% | +742.8% | -646.9% | +46.8% |
| All | +238.0% | +764.1% | -526.1% | +125.7% |
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 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