+54.7%
ONTO vs IRM
+16.9%
+37.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -4.4% |
| 7D | +34.4% | +8.6% | +25.8% | +24.2% |
| 30D | -20.4% | 0.0% | -20.4% | -19.4% |
| 3M | -37.8% | -7.1% | -30.7% | -32.5% |
| 6M | -24.6% | -7.9% | -16.7% | -17.6% |
| YTD | +32.8% | +41.3% | -8.5% | +13.8% |
| 1Y | +54.7% | +20.7% | +34.0% | +38.6% |
| All | +54.7% | +16.9% | +37.8% | +38.6% |
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