+115.8%
ONTO vs Z
-55.0%
+170.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.8% | +8.2% | +11.0% |
| 7D | +1.4% | -5.2% | +6.5% | +2.8% |
| 30D | -34.1% | +5.7% | -39.8% | -35.9% |
| 3M | -37.1% | -8.7% | -28.3% | -36.9% |
| 6M | -31.8% | -26.0% | -5.9% | -27.7% |
| YTD | +22.9% | -55.0% | +78.0% | +52.2% |
| 1Y | +39.5% | -58.0% | +97.5% | +76.4% |
| 3Y | +57.7% | -15.2% | +72.8% | +43.4% |
| 5Y | +115.8% | -53.8% | +169.6% | +124.6% |
| All | +115.8% | -55.0% | +170.8% | +124.6% |
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