+390.5%
ONTO vs INDA
+60.8%
+329.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.7% | +9.3% | +9.4% |
| 7D | -14.0% | +6.6% | -20.7% | -19.3% |
| 30D | -43.1% | +10.4% | -53.4% | -48.5% |
| 3M | -35.5% | +1.5% | -37.0% | -36.7% |
| 6M | -41.1% | +1.7% | -42.8% | -42.1% |
| YTD | +9.8% | -5.8% | +15.6% | +15.9% |
| 1Y | +31.5% | -5.1% | +36.6% | +37.6% |
| 3Y | +45.2% | +16.0% | +29.2% | +26.0% |
| 5Y | +86.7% | +9.3% | +77.4% | +72.3% |
| All | +390.5% | +60.8% | +329.6% | +244.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling