+658.6%
ONTO vs IRM
+378.2%
+280.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.5% | +5.2% |
| 7D | -1.0% | -0.5% | -0.6% | -0.7% |
| 30D | -2.9% | -8.1% | +5.2% | +2.5% |
| 3M | -2.5% | -9.7% | +7.2% | +4.5% |
| 6M | +28.2% | +10.0% | +18.2% | +22.9% |
| YTD | +69.8% | +43.0% | +26.8% | +39.6% |
| 1Y | +162.9% | +32.7% | +130.2% | +124.7% |
| 3Y | +95.9% | +102.7% | -6.8% | +28.5% |
| 5Y | +244.5% | +187.6% | +56.9% | +82.8% |
| All | +658.6% | +378.2% | +280.4% | +175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling