+390.5%
ONTO vs SPG
+115.7%
+274.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.8% | +10.3% | +10.7% |
| 7D | -14.0% | +4.9% | -18.9% | -15.9% |
| 30D | -43.1% | +15.6% | -58.7% | -46.8% |
| 3M | -35.5% | +4.1% | -39.6% | -36.9% |
| 6M | -41.1% | +13.6% | -54.6% | -45.1% |
| YTD | +9.8% | +27.5% | -17.8% | -3.0% |
| 1Y | +31.5% | +32.2% | -0.7% | +14.2% |
| 3Y | +45.2% | +126.0% | -80.8% | -0.6% |
| 5Y | +86.7% | +74.7% | +12.0% | +40.1% |
| All | +390.5% | +115.7% | +274.7% | +256.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling