+658.6%
ONTO vs SPY
+180.3%
+478.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.8% |
| 7D | -1.0% | +0.1% | -1.1% | -1.3% |
| 30D | -2.9% | +0.1% | -2.9% | -2.9% |
| 3M | -2.5% | +2.0% | -4.4% | -3.7% |
| 6M | +28.2% | +13.0% | +15.2% | +7.4% |
| YTD | +69.8% | +13.5% | +56.2% | +41.6% |
| 1Y | +162.9% | +20.0% | +142.9% | +102.1% |
| 3Y | +95.9% | +77.2% | +18.8% | -12.7% |
| 5Y | +244.5% | +81.9% | +162.6% | +54.8% |
| All | +658.6% | +180.3% | +478.3% | +82.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling