+45.2%
ONTO vs SPY
+75.1%
-29.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.3% | +10.8% | +10.3% |
| 7D | -14.0% | -2.7% | -11.3% | -7.2% |
| 30D | -43.1% | -5.4% | -37.7% | -33.3% |
| 3M | -35.5% | -4.1% | -31.4% | -26.8% |
| 6M | -41.1% | +0.7% | -41.8% | -39.0% |
| YTD | +9.8% | +8.7% | +1.1% | -3.9% |
| 1Y | +31.5% | +10.9% | +20.6% | +10.3% |
| 3Y | +45.2% | +75.0% | -29.8% | -52.4% |
| All | +45.2% | +75.1% | -29.9% | -52.4% |
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