+170.4%
ONTO vs S
-49.1%
+219.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -2.4% | +1.4% | -3.8% | -2.4% |
| 30D | -32.9% | -10.8% | -22.1% | -30.4% |
| 3M | -32.2% | +5.4% | -37.6% | -34.0% |
| 6M | -30.6% | +41.2% | -71.8% | -38.9% |
| YTD | +25.1% | +56.2% | -31.1% | +4.9% |
| 1Y | +40.0% | +36.3% | +3.7% | +22.2% |
| 3Y | +45.7% | +49.4% | -3.7% | +22.1% |
| 5Y | +128.8% | -66.9% | +195.7% | +138.2% |
| All | +170.4% | -49.1% | +219.5% | +172.1% |
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