+130.7%
ONTO vs IT
-42.2%
+172.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.0% |
| 7D | +17.5% | +1.1% | +16.4% | +17.3% |
| 30D | -15.7% | -1.8% | -13.8% | -16.6% |
| 3M | -39.7% | +4.8% | -44.6% | -42.2% |
| 6M | -26.5% | +33.0% | -59.5% | -38.8% |
| YTD | +29.0% | -23.8% | +52.8% | +41.2% |
| 1Y | +57.0% | -16.5% | +73.5% | +60.6% |
| 3Y | +50.0% | -53.6% | +103.6% | +131.5% |
| All | +130.7% | -42.2% | +172.9% | +173.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling