+390.5%
ONTO vs Z
-14.2%
+404.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.4% | +13.5% | +11.8% |
| 7D | -14.0% | -4.6% | -9.5% | -13.1% |
| 30D | -43.1% | +8.3% | -51.4% | -45.4% |
| 3M | -35.5% | -11.6% | -23.9% | -34.8% |
| 6M | -41.1% | -33.6% | -7.4% | -35.5% |
| YTD | +9.8% | -56.7% | +66.5% | +37.0% |
| 1Y | +31.5% | -59.1% | +90.7% | +67.0% |
| 3Y | +45.2% | -20.4% | +65.5% | +36.5% |
| 5Y | +86.7% | -55.3% | +142.0% | +102.1% |
| All | +390.5% | -14.2% | +404.6% | +249.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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