+476.3%
ONTO vs IT
+30.8%
+445.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.1% |
| 7D | +17.5% | +1.1% | +16.4% | +17.2% |
| 30D | -15.7% | -1.8% | -13.8% | -16.7% |
| 3M | -39.7% | +4.8% | -44.6% | -43.0% |
| 6M | -26.5% | +33.0% | -59.5% | -41.2% |
| YTD | +29.0% | -23.8% | +52.8% | +34.0% |
| 1Y | +57.0% | -16.5% | +73.5% | +53.4% |
| 3Y | +50.0% | -53.6% | +103.6% | +108.5% |
| 5Y | +127.3% | -42.1% | +169.4% | +169.2% |
| All | +476.3% | +30.8% | +445.6% | +278.9% |
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