+341.5%
ONTO vs IAG
+404.3%
-62.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.2% | -15.8% | -15.6% |
| 7D | -29.7% | +4.5% | -34.2% | -30.5% |
| 30D | -50.3% | -5.7% | -44.6% | -49.8% |
| 3M | -43.5% | +10.1% | -53.6% | -44.7% |
| 6M | -48.9% | +7.3% | -56.2% | -49.9% |
| YTD | -1.2% | +6.1% | -7.3% | -3.7% |
| 1Y | +14.9% | +46.8% | -31.9% | +5.8% |
| 3Y | +31.2% | +573.1% | -541.9% | -9.6% |
| 5Y | +68.1% | +477.6% | -409.5% | +10.6% |
| All | +341.5% | +404.3% | -62.8% | +165.2% |
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