+476.3%
ONTO vs STZ
-15.0%
+491.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.1% |
| 7D | +17.5% | +2.6% | +14.9% | +16.5% |
| 30D | -15.7% | +15.2% | -30.8% | -20.9% |
| 3M | -39.7% | +7.6% | -47.4% | -42.5% |
| 6M | -26.5% | +5.3% | -31.8% | -29.7% |
| YTD | +29.0% | +8.6% | +20.3% | +19.2% |
| 1Y | +57.0% | +15.6% | +41.4% | +40.3% |
| 3Y | +50.0% | -35.2% | +85.2% | +72.6% |
| 5Y | +127.3% | -29.1% | +156.3% | +143.7% |
| All | +476.3% | -15.0% | +491.3% | +445.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling