+238.0%
ONTO vs Z
-64.8%
+302.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.1% | +8.3% | +6.7% |
| 7D | -1.0% | -3.0% | +2.0% | -0.3% |
| 30D | -2.9% | -4.2% | +1.3% | -2.4% |
| 3M | -2.5% | -3.7% | +1.2% | -3.2% |
| 6M | +28.2% | -24.5% | +52.7% | +36.7% |
| YTD | +69.8% | -49.3% | +119.1% | +102.5% |
| 1Y | +162.9% | -58.7% | +221.6% | +231.4% |
| 3Y | +95.9% | -34.1% | +130.1% | +103.4% |
| All | +238.0% | -64.8% | +302.8% | +234.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling