+390.5%
ONTO vs M
+92.3%
+298.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.6% | +15.7% | +12.4% |
| 7D | -14.0% | -4.3% | -9.8% | -13.2% |
| 30D | -43.1% | +1.3% | -44.3% | -43.6% |
| 3M | -35.5% | -7.4% | -28.1% | -34.6% |
| 6M | -41.1% | +18.3% | -59.4% | -44.6% |
| YTD | +9.8% | +7.6% | +2.2% | +5.6% |
| 1Y | +31.5% | +17.4% | +14.1% | +23.0% |
| 3Y | +45.2% | +108.4% | -63.2% | +9.8% |
| 5Y | +86.7% | -10.6% | +97.3% | +68.0% |
| All | +390.5% | +92.3% | +298.2% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 10y: compounded portfolio wealth divided by compounded M 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…
10y analysis · Full analysis span regression · 6 months rolling