+143.6%
ONTO vs IRM
+186.8%
-43.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.5% | +7.4% | +7.8% |
| 7D | +16.4% | -5.3% | +21.6% | +22.0% |
| 30D | -21.4% | -2.3% | -19.1% | -19.1% |
| 3M | -32.7% | -7.4% | -25.3% | -27.9% |
| 6M | -25.2% | -12.2% | -13.0% | -16.6% |
| YTD | +36.2% | +38.6% | -2.4% | +14.4% |
| 1Y | +61.2% | +14.9% | +46.3% | +51.1% |
| 3Y | +58.7% | +108.2% | -49.5% | -0.6% |
| 5Y | +143.6% | +183.8% | -40.2% | +24.7% |
| All | +143.6% | +186.8% | -43.2% | +24.7% |
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