+30.7%
ONTO vs SPG
+122.7%
-92.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.9% | -14.7% | -15.2% |
| 7D | -29.7% | +5.0% | -34.7% | -31.4% |
| 30D | -50.3% | +12.3% | -62.6% | -53.3% |
| 3M | -43.5% | +1.9% | -45.3% | -44.1% |
| 6M | -48.9% | +14.4% | -63.3% | -53.8% |
| YTD | -1.2% | +26.5% | -27.7% | -16.4% |
| 1Y | +14.9% | +30.7% | -15.8% | -5.1% |
| All | +30.7% | +122.7% | -92.0% | -16.9% |
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