+45.2%
ONTO vs S
+34.5%
+10.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.6% | +9.5% | +10.5% |
| 7D | -14.0% | -13.4% | -0.6% | -9.5% |
| 30D | -43.1% | -14.0% | -29.1% | -40.0% |
| 3M | -35.5% | +4.9% | -40.4% | -37.3% |
| 6M | -41.1% | +42.0% | -83.1% | -49.7% |
| YTD | +9.8% | +45.1% | -35.4% | -9.1% |
| 1Y | +31.5% | +33.1% | -1.5% | +12.7% |
| 3Y | +45.2% | +40.6% | +4.5% | +32.6% |
| All | +45.2% | +34.5% | +10.7% | +32.6% |
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