+449.2%
ONTO vs INDA
+62.5%
+386.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.0% | +11.0% | +11.0% |
| 7D | +1.4% | +6.1% | -4.7% | -4.2% |
| 30D | -34.1% | +11.7% | -45.8% | -41.0% |
| 3M | -37.1% | +2.1% | -39.1% | -38.5% |
| 6M | -31.8% | +3.2% | -35.0% | -33.8% |
| YTD | +22.9% | -4.9% | +27.8% | +28.7% |
| 1Y | +39.5% | -4.4% | +43.9% | +45.1% |
| 3Y | +57.7% | +17.6% | +40.1% | +35.2% |
| 5Y | +115.8% | +9.9% | +106.0% | +98.4% |
| All | +449.2% | +62.5% | +386.7% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling