+238.0%
ONTO vs SPXU
-86.1%
+324.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +7.0% |
| 7D | -1.0% | -0.1% | -0.9% | -1.1% |
| 30D | -2.9% | +0.8% | -3.7% | -2.0% |
| 3M | -2.5% | -4.7% | +2.2% | -1.5% |
| 6M | +28.2% | -29.6% | +57.8% | +9.0% |
| YTD | +69.8% | -29.9% | +99.7% | +45.9% |
| 1Y | +162.9% | -39.1% | +202.0% | +111.8% |
| 3Y | +95.9% | -80.0% | +175.9% | +4.2% |
| All | +238.0% | -86.1% | +324.1% | +106.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling