+266.9%
ONTO vs S
-56.8%
+323.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.8% | +6.0% |
| 7D | -1.0% | -7.7% | +6.7% | +1.3% |
| 30D | -2.9% | -5.3% | +2.4% | -1.8% |
| 3M | -2.5% | +20.3% | -22.7% | -8.8% |
| 6M | +28.2% | +47.4% | -19.2% | +10.5% |
| YTD | +69.8% | +32.5% | +37.2% | +50.3% |
| 1Y | +162.9% | +9.5% | +153.4% | +146.1% |
| 3Y | +95.9% | +15.5% | +80.4% | +77.1% |
| 5Y | +244.5% | -71.2% | +315.7% | +278.7% |
| All | +266.9% | -56.8% | +323.7% | +289.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling