+238.0%
ONTO vs SPYG
+85.0%
+153.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.4% |
| 7D | -1.0% | +0.4% | -1.4% | -1.7% |
| 30D | -2.9% | -0.4% | -2.4% | -1.8% |
| 3M | -2.5% | +0.5% | -3.0% | -0.3% |
| 6M | +28.2% | +17.5% | +10.7% | +1.9% |
| YTD | +69.8% | +14.3% | +55.4% | +41.4% |
| 1Y | +162.9% | +21.7% | +141.2% | +99.4% |
| 3Y | +95.9% | +98.6% | -2.7% | -24.8% |
| All | +238.0% | +85.0% | +153.0% | +54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling