+134.0%
ONTO vs SPXU
-83.8%
+217.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -1.7% |
| 7D | +34.4% | -9.4% | +43.8% | +26.4% |
| 30D | -20.4% | +7.4% | -27.9% | -13.2% |
| 3M | -37.8% | +6.2% | -44.0% | -32.2% |
| 6M | -24.6% | -7.2% | -17.3% | -21.7% |
| YTD | +32.8% | -26.8% | +59.6% | +22.7% |
| 1Y | +54.7% | -26.3% | +81.0% | +45.2% |
| 3Y | +54.7% | -80.6% | +135.3% | -16.6% |
| 5Y | +134.0% | -83.6% | +217.6% | +63.1% |
| All | +134.0% | -83.8% | +217.8% | +63.1% |
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