+341.5%
ONTO vs IT
+34.8%
+306.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.4% | -11.2% | -14.2% |
| 7D | -29.7% | -12.0% | -17.7% | -27.3% |
| 30D | -50.3% | +7.1% | -57.4% | -52.3% |
| 3M | -43.5% | +6.3% | -49.7% | -46.8% |
| 6M | -48.9% | +32.5% | -81.4% | -58.9% |
| YTD | -1.2% | -21.5% | +20.3% | +1.8% |
| 1Y | +14.9% | -16.5% | +31.4% | +13.4% |
| 3Y | +31.2% | -48.8% | +80.0% | +73.1% |
| 5Y | +68.1% | -40.2% | +108.3% | +97.3% |
| All | +341.5% | +34.8% | +306.7% | +187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling