+58.4%
ONTO vs SPXU
-81.0%
+139.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -3.9% | +12.8% | +5.4% |
| 7D | +16.4% | +1.5% | +14.8% | +21.5% |
| 30D | -21.4% | +6.4% | -27.8% | -13.7% |
| 3M | -32.7% | +4.2% | -37.0% | -26.7% |
| 6M | -25.2% | -7.8% | -17.4% | -22.6% |
| YTD | +36.2% | -27.5% | +63.8% | +21.6% |
| 1Y | +61.2% | -27.1% | +88.3% | +46.3% |
| All | +58.4% | -81.0% | +139.4% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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