+128.8%
ONTO vs M
+0.1%
+128.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | -2.4% | +5.0% | -7.4% | -4.2% |
| 30D | -32.9% | +10.6% | -43.6% | -35.6% |
| 3M | -32.2% | +1.6% | -33.8% | -33.2% |
| 6M | -30.6% | +30.8% | -61.5% | -37.9% |
| YTD | +25.1% | +16.9% | +8.2% | +15.8% |
| 1Y | +40.0% | +26.3% | +13.7% | +25.6% |
| 3Y | +45.7% | +158.6% | -112.9% | -6.8% |
| 5Y | +128.8% | +2.1% | +126.7% | +87.3% |
| All | +128.8% | +0.1% | +128.7% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling