+37.5%
ONTO vs S
+38.4%
-0.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.0% | +3.9% | +10.8% |
| 7D | +1.4% | +1.6% | -0.2% | +1.2% |
| 30D | -34.1% | -10.5% | -23.7% | -33.8% |
| 3M | -37.1% | +9.9% | -47.0% | -36.5% |
| 6M | -31.8% | +41.8% | -73.6% | -32.1% |
| YTD | +22.9% | +56.8% | -33.9% | +22.1% |
| All | +37.5% | +38.4% | -0.8% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling