+54.5%
ONTO vs SPYG
+93.4%
-38.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -1.9% |
| 7D | +34.4% | +4.2% | +30.2% | +24.0% |
| 30D | -20.4% | -7.4% | -13.0% | -4.0% |
| 3M | -37.8% | -5.3% | -32.6% | -28.1% |
| 6M | -24.6% | -1.2% | -23.4% | -17.3% |
| YTD | +32.8% | +9.0% | +23.8% | +21.3% |
| 1Y | +54.7% | +8.8% | +45.9% | +42.2% |
| All | +54.5% | +93.4% | -38.9% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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