+57.7%
ONTO vs IT
-52.4%
+110.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.5% | +12.0% |
| 7D | +1.4% | -18.8% | +20.2% | +0.9% |
| 30D | -34.1% | -0.1% | -34.1% | -34.5% |
| 3M | -37.1% | +2.9% | -40.0% | -37.6% |
| 6M | -31.8% | +20.4% | -52.2% | -33.6% |
| YTD | +22.9% | -24.3% | +47.2% | +42.5% |
| 1Y | +39.5% | -17.2% | +56.7% | +53.3% |
| 3Y | +57.7% | -52.4% | +110.1% | +144.1% |
| All | +57.7% | -52.4% | +110.0% | +144.1% |
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