+37.5%
ONTO vs IRM
+10.0%
+27.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.1% | +7.9% | +7.9% |
| 7D | +1.4% | -3.8% | +5.1% | +6.1% |
| 30D | -34.1% | -3.2% | -30.9% | -31.1% |
| 3M | -37.1% | -7.8% | -29.3% | -30.9% |
| 6M | -31.8% | -12.7% | -19.1% | -22.0% |
| YTD | +22.9% | +36.7% | -13.8% | +8.9% |
| All | +37.5% | +10.0% | +27.5% | +33.3% |
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