+390.5%
ONTO vs IAG
+440.6%
-50.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +7.2% | +3.9% | +9.6% |
| 7D | -14.0% | +21.4% | -35.5% | -17.6% |
| 30D | -43.1% | +4.0% | -47.1% | -43.6% |
| 3M | -35.5% | +17.0% | -52.5% | -37.6% |
| 6M | -41.1% | +1.4% | -42.5% | -41.6% |
| YTD | +9.8% | +13.8% | -4.0% | +5.6% |
| 1Y | +31.5% | +55.8% | -24.3% | +19.7% |
| 3Y | +45.2% | +647.4% | -602.2% | -1.8% |
| 5Y | +86.7% | +519.1% | -432.4% | +21.2% |
| All | +390.5% | +440.6% | -50.2% | +190.7% |
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 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