+341.5%
ONTO vs SPG
+114.0%
+227.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.9% | -14.7% | -15.2% |
| 7D | -29.7% | +5.0% | -34.7% | -31.3% |
| 30D | -50.3% | +12.3% | -62.6% | -53.0% |
| 3M | -43.5% | +1.9% | -45.3% | -44.2% |
| 6M | -48.9% | +14.4% | -63.3% | -52.5% |
| YTD | -1.2% | +26.5% | -27.7% | -12.4% |
| 1Y | +14.9% | +30.7% | -15.8% | +0.3% |
| 3Y | +31.2% | +122.6% | -91.4% | -9.6% |
| 5Y | +68.1% | +73.3% | -5.2% | +26.5% |
| All | +341.5% | +114.0% | +227.6% | +221.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling