+91.5%
ONTO vs INDA
+8.0%
+83.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.7% | +9.3% | +9.1% |
| 7D | -14.0% | +6.6% | -20.7% | -20.4% |
| 30D | -43.1% | +10.4% | -53.4% | -49.6% |
| 3M | -35.5% | +1.5% | -37.0% | -36.9% |
| 6M | -41.1% | +1.7% | -42.8% | -42.2% |
| YTD | +9.8% | -5.8% | +15.6% | +17.2% |
| 1Y | +31.5% | -5.1% | +36.6% | +38.8% |
| 3Y | +45.2% | +16.0% | +29.2% | +16.8% |
| All | +91.5% | +8.0% | +83.4% | +63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling