+658.6%
ONTO vs IAG
+490.2%
+168.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.4% | +6.6% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | -2.9% | +28.9% | -31.8% | -7.7% |
| 3M | -2.5% | +19.1% | -21.6% | -6.0% |
| 6M | +28.2% | -10.3% | +38.5% | +29.1% |
| YTD | +69.8% | +24.2% | +45.6% | +60.6% |
| 1Y | +162.9% | +116.5% | +46.4% | +125.9% |
| 3Y | +95.9% | +742.8% | -646.9% | +29.3% |
| 5Y | +244.5% | +753.3% | -508.8% | +106.7% |
| All | +658.6% | +490.2% | +168.4% | +342.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling