+99.7%
ONTO vs IT
-46.5%
+146.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.6% | +10.8% | +6.4% |
| 7D | -1.0% | -6.0% | +5.0% | -0.7% |
| 30D | -2.9% | 0.0% | -2.9% | -3.1% |
| 3M | -2.5% | +13.1% | -15.5% | -2.9% |
| 6M | +28.2% | +11.7% | +16.5% | +26.2% |
| YTD | +69.8% | -26.1% | +95.9% | +95.8% |
| 1Y | +162.9% | -21.3% | +184.1% | +189.6% |
| All | +99.7% | -46.5% | +146.3% | +223.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling