+40.0%
ONTO vs IT
-18.2%
+58.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.3% |
| 7D | -2.4% | -7.5% | +5.1% | -5.5% |
| 30D | -32.9% | -1.2% | -31.8% | -32.5% |
| 3M | -32.2% | -2.2% | -30.0% | -30.8% |
| 6M | -30.6% | +19.1% | -49.7% | -19.3% |
| YTD | +25.1% | -25.1% | +50.2% | +36.1% |
| 1Y | +40.0% | -17.4% | +57.4% | +54.5% |
| All | +40.0% | -18.2% | +58.2% | +54.5% |
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