+99.7%
ONTO vs S
+16.9%
+82.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.8% | +6.0% |
| 7D | -1.0% | -7.7% | +6.7% | +1.7% |
| 30D | -2.9% | -5.3% | +2.4% | -1.7% |
| 3M | -2.5% | +20.3% | -22.7% | -10.0% |
| 6M | +28.2% | +47.4% | -19.2% | +6.5% |
| YTD | +69.8% | +32.5% | +37.2% | +46.2% |
| 1Y | +162.9% | +9.5% | +153.4% | +144.3% |
| All | +99.7% | +16.9% | +82.8% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling