+137.2%
ONTO vs S
-52.7%
+189.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.6% | +9.5% | +10.6% |
| 7D | -14.0% | -13.4% | -0.6% | -10.1% |
| 30D | -43.1% | -14.0% | -29.1% | -40.3% |
| 3M | -35.5% | +4.9% | -40.4% | -37.2% |
| 6M | -41.1% | +42.0% | -83.1% | -48.4% |
| YTD | +9.8% | +45.1% | -35.4% | -6.0% |
| 1Y | +31.5% | +33.1% | -1.5% | +15.4% |
| 3Y | +45.2% | +40.6% | +4.5% | +23.8% |
| 5Y | +86.7% | -67.5% | +154.2% | +97.6% |
| All | +137.2% | -52.7% | +189.9% | +143.7% |
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