+31.5%
ONTO vs STZ
+13.3%
+18.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +10.3% |
| 7D | -14.0% | +4.9% | -18.9% | -12.0% |
| 30D | -43.1% | +20.9% | -63.9% | -39.2% |
| 3M | -35.5% | +8.0% | -43.5% | -31.9% |
| 6M | -41.1% | -5.3% | -35.8% | -37.3% |
| YTD | +9.8% | +5.9% | +3.8% | +14.3% |
| 1Y | +31.5% | +14.2% | +17.3% | +53.0% |
| All | +31.5% | +13.3% | +18.2% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling