+341.5%
ONTO vs Z
-12.0%
+353.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -10.6% | -4.9% | -12.4% |
| 7D | -29.7% | -2.3% | -27.4% | -29.4% |
| 30D | -50.3% | +9.4% | -59.6% | -52.4% |
| 3M | -43.5% | -16.1% | -27.4% | -41.9% |
| 6M | -48.9% | -30.4% | -18.4% | -44.8% |
| YTD | -1.2% | -55.6% | +54.4% | +22.5% |
| 1Y | +14.9% | -58.5% | +73.4% | +45.5% |
| 3Y | +31.2% | -19.6% | +50.8% | +23.3% |
| 5Y | +68.1% | -54.1% | +122.2% | +80.7% |
| All | +341.5% | -12.0% | +353.5% | +212.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling