+130.7%
ONTO vs SPYG
+67.3%
+63.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.2% |
| 7D | +17.5% | +2.3% | +15.2% | +13.3% |
| 30D | -15.7% | -6.5% | -9.2% | -2.8% |
| 3M | -39.7% | -6.8% | -32.9% | -29.5% |
| 6M | -26.5% | -3.1% | -23.3% | -17.1% |
| YTD | +29.0% | +8.0% | +21.0% | +22.4% |
| 1Y | +57.0% | +10.2% | +46.7% | +44.3% |
| 3Y | +50.0% | +91.0% | -41.0% | -36.4% |
| All | +130.7% | +67.3% | +63.4% | +28.2% |
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