+37.5%
ONTO vs IT
-17.3%
+54.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.5% | +12.2% |
| 7D | +1.4% | -18.8% | +20.2% | -6.6% |
| 30D | -34.1% | -0.1% | -34.1% | -33.4% |
| 3M | -37.1% | +2.9% | -40.0% | -34.5% |
| 6M | -31.8% | +20.4% | -52.2% | -20.3% |
| YTD | +22.9% | -24.3% | +47.2% | +34.3% |
| All | +37.5% | -17.3% | +54.8% | +52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling