+57.0%
ONTO vs INDA
-5.5%
+62.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.7% |
| 7D | +17.5% | +1.1% | +16.4% | +16.4% |
| 30D | -15.7% | +9.4% | -25.0% | -22.9% |
| 3M | -39.7% | +2.9% | -42.7% | -40.8% |
| 6M | -26.5% | +7.2% | -33.7% | -30.4% |
| YTD | +29.0% | -4.8% | +33.8% | +21.8% |
| 1Y | +57.0% | -5.1% | +62.0% | +46.8% |
| All | +57.0% | -5.5% | +62.4% | +46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling