+390.5%
ONTO vs IT
+29.4%
+361.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.0% | +15.1% | +12.3% |
| 7D | -14.0% | -16.9% | +2.9% | -9.6% |
| 30D | -43.1% | +2.3% | -45.4% | -44.7% |
| 3M | -35.5% | +2.9% | -38.4% | -38.9% |
| 6M | -41.1% | +25.9% | -66.9% | -51.8% |
| YTD | +9.8% | -24.6% | +34.4% | +14.3% |
| 1Y | +31.5% | -16.0% | +47.6% | +27.6% |
| 3Y | +45.2% | -51.6% | +96.7% | +95.6% |
| 5Y | +86.7% | -42.6% | +129.4% | +121.6% |
| All | +390.5% | +29.4% | +361.1% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling