+162.9%
ONTO vs IRM
+34.4%
+128.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.5% | +4.8% |
| 7D | -1.0% | -0.5% | -0.6% | -0.6% |
| 30D | -2.9% | -8.1% | +5.2% | +4.6% |
| 3M | -2.5% | -9.7% | +7.2% | +6.2% |
| 6M | +28.2% | +10.0% | +18.2% | +22.5% |
| YTD | +69.8% | +43.0% | +26.8% | +39.1% |
| 1Y | +162.9% | +32.7% | +130.2% | +129.4% |
| All | +162.9% | +34.4% | +128.5% | +129.4% |
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