+449.2%
ONTO vs SPY
+174.6%
+274.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +7.7% |
| 7D | +1.4% | +0.1% | +1.3% | +2.2% |
| 30D | -34.1% | -3.3% | -30.8% | -28.8% |
| 3M | -37.1% | -2.4% | -34.6% | -33.0% |
| 6M | -31.8% | +2.6% | -34.4% | -31.9% |
| YTD | +22.9% | +11.2% | +11.7% | +8.4% |
| 1Y | +39.5% | +13.4% | +26.1% | +19.5% |
| 3Y | +57.7% | +79.9% | -22.2% | -29.7% |
| 5Y | +115.8% | +72.2% | +43.6% | +7.4% |
| All | +449.2% | +174.6% | +274.6% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling