+43.1%
ONTO vs IRM
+19.5%
+23.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.7% | -10.4% | -10.2% |
| 7D | -17.4% | +2.6% | -20.0% | -19.2% |
| 30D | -43.2% | +5.6% | -48.8% | -45.8% |
| 3M | -35.7% | -4.7% | -31.0% | -32.7% |
| 6M | -38.3% | -6.1% | -32.2% | -34.6% |
| YTD | +17.1% | +46.3% | -29.3% | -2.5% |
| 1Y | +43.1% | +18.7% | +24.4% | +30.5% |
| All | +43.1% | +19.5% | +23.7% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling