+68.1%
ONTO vs S
-69.2%
+137.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -8.8% | -6.8% | -12.9% |
| 7D | -29.7% | -16.7% | -13.0% | -25.4% |
| 30D | -50.3% | -17.0% | -33.3% | -47.2% |
| 3M | -43.5% | +2.0% | -45.5% | -44.6% |
| 6M | -48.9% | +35.1% | -83.9% | -54.9% |
| YTD | -1.2% | +42.8% | -44.0% | -15.9% |
| 1Y | +14.9% | +27.7% | -12.8% | +1.2% |
| 3Y | +31.2% | +33.0% | -1.8% | +11.9% |
| 5Y | +68.1% | -68.0% | +136.1% | +83.8% |
| All | +68.1% | -69.2% | +137.3% | +83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling