+134.0%
ONTO vs INDA
+9.0%
+125.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +34.4% | +3.1% | +31.4% | +30.2% |
| 30D | -20.4% | +9.1% | -29.6% | -28.4% |
| 3M | -37.8% | +3.2% | -41.1% | -40.3% |
| 6M | -24.6% | +8.5% | -33.0% | -31.3% |
| YTD | +32.8% | -4.6% | +37.4% | +39.9% |
| 1Y | +54.7% | -5.5% | +60.2% | +64.5% |
| 3Y | +54.7% | +16.7% | +38.0% | +23.8% |
| 5Y | +134.0% | +9.0% | +125.0% | +94.1% |
| All | +134.0% | +9.0% | +125.0% | +94.1% |
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