+99.7%
ONTO vs Z
-33.7%
+133.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.1% | +8.3% | +6.6% |
| 7D | -1.0% | -3.0% | +2.0% | -0.4% |
| 30D | -2.9% | -4.2% | +1.3% | -2.4% |
| 3M | -2.5% | -3.7% | +1.2% | -2.6% |
| 6M | +28.2% | -24.5% | +52.7% | +36.7% |
| YTD | +69.8% | -49.3% | +119.1% | +100.7% |
| 1Y | +162.9% | -58.7% | +221.6% | +227.3% |
| All | +99.7% | -33.7% | +133.5% | +114.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling