+60.1%
ONTO vs IRE
-97.5%
+157.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +12.1% | -3.2% | +6.6% |
| 7D | +16.4% | -15.1% | +31.5% | +18.0% |
| 30D | -21.4% | -71.4% | +49.9% | -5.8% |
| 3M | -32.7% | -81.2% | +48.4% | -15.2% |
| 6M | -25.2% | -93.7% | +68.5% | +2.1% |
| YTD | +36.2% | -92.2% | +128.4% | +69.0% |
| 1Y | +61.2% | -97.3% | +158.4% | +111.2% |
| All | +60.1% | -97.5% | +157.6% | +107.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling