+99.7%
ONTO vs SPG
+112.6%
-12.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.7% |
| 7D | -1.0% | -2.4% | +1.4% | +0.2% |
| 30D | -2.9% | -6.8% | +3.9% | +0.9% |
| 3M | -2.5% | +2.7% | -5.1% | -6.1% |
| 6M | +28.2% | +5.5% | +22.8% | +21.5% |
| YTD | +69.8% | +15.7% | +54.1% | +51.0% |
| 1Y | +162.9% | +20.9% | +142.0% | +125.8% |
| All | +99.7% | +112.6% | -12.8% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling