+178.8%
ONTO vs S
-51.7%
+230.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | +17.5% | +2.0% | +15.5% | +17.0% |
| 30D | -15.7% | -2.7% | -12.9% | -14.6% |
| 3M | -39.7% | -6.9% | -32.8% | -39.0% |
| 6M | -26.5% | +38.1% | -64.5% | -34.8% |
| YTD | +29.0% | +48.0% | -19.0% | +10.0% |
| 1Y | +57.0% | +34.5% | +22.5% | +37.5% |
| 3Y | +50.0% | +38.3% | +11.7% | +28.6% |
| 5Y | +127.3% | -70.9% | +198.2% | +142.2% |
| All | +178.8% | -51.7% | +230.5% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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