+449.2%
ONTO vs SPG
+120.1%
+329.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.0% | +10.0% | +11.1% |
| 7D | +1.4% | +5.1% | -3.7% | -0.7% |
| 30D | -34.1% | +16.8% | -51.0% | -38.7% |
| 3M | -37.1% | +5.7% | -42.7% | -38.8% |
| 6M | -31.8% | +17.8% | -49.6% | -37.5% |
| YTD | +22.9% | +30.1% | -7.2% | +7.7% |
| 1Y | +39.5% | +32.8% | +6.7% | +21.0% |
| 3Y | +57.7% | +137.2% | -79.5% | +5.8% |
| 5Y | +115.8% | +81.5% | +34.4% | +59.6% |
| All | +449.2% | +120.1% | +329.2% | +296.0% |
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