+238.0%
ONTO vs SPXS
-86.0%
+324.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +7.1% |
| 7D | -1.0% | -0.1% | -0.9% | -1.1% |
| 30D | -2.9% | +0.8% | -3.7% | -2.0% |
| 3M | -2.5% | -4.7% | +2.3% | -1.5% |
| 6M | +28.2% | -29.6% | +57.8% | +9.1% |
| YTD | +69.8% | -29.8% | +99.6% | +46.0% |
| 1Y | +162.9% | -38.9% | +201.8% | +112.2% |
| 3Y | +95.9% | -79.6% | +175.6% | +5.5% |
| All | +238.0% | -86.0% | +324.0% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling