+29.0%
ONTO vs IRE
-97.2%
+126.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +39.6% | -28.5% | +3.6% |
| 7D | -14.0% | -27.2% | +13.1% | -10.7% |
| 30D | -43.1% | -75.1% | +32.0% | -30.1% |
| 3M | -35.5% | -77.9% | +42.4% | -20.5% |
| 6M | -41.1% | -94.6% | +53.5% | -18.7% |
| YTD | +9.8% | -91.5% | +101.3% | +34.6% |
| 1Y | +31.5% | -97.8% | +129.4% | +75.4% |
| All | +29.0% | -97.2% | +126.2% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 3y: compounded portfolio wealth divided by compounded IRE 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…
3y analysis · Full analysis span regression · 6 months rolling