+50.0%
ONTO vs SPY
+78.1%
-28.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -1.9% |
| 7D | +17.5% | +2.6% | +14.9% | +10.7% |
| 30D | -15.7% | -2.0% | -13.7% | -9.5% |
| 3M | -39.7% | -2.8% | -36.9% | -33.7% |
| 6M | -26.5% | +2.1% | -28.6% | -26.4% |
| YTD | +29.0% | +11.5% | +17.5% | +6.5% |
| 1Y | +57.0% | +13.5% | +43.5% | +24.9% |
| 3Y | +50.0% | +77.7% | -27.7% | -45.8% |
| All | +50.0% | +78.1% | -28.1% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling