+130.7%
ONTO vs IRM
+187.5%
-56.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.4% |
| 7D | +17.5% | +6.8% | +10.7% | +12.4% |
| 30D | -15.7% | +2.6% | -18.3% | -16.3% |
| 3M | -39.7% | -9.5% | -30.3% | -34.5% |
| 6M | -26.5% | -8.5% | -18.0% | -20.3% |
| YTD | +29.0% | +40.3% | -11.3% | +7.2% |
| 1Y | +57.0% | +28.7% | +28.3% | +37.0% |
| 3Y | +50.0% | +111.8% | -61.8% | -7.5% |
| All | +130.7% | +187.5% | -56.8% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling