+695.7%
ONTO vs ZBRA
+60.2%
+635.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.7% | +6.7% |
| 7D | +9.7% | +2.6% | +7.1% | +7.7% |
| 30D | -8.8% | -6.4% | -2.5% | -4.9% |
| 3M | +4.5% | +51.3% | -46.8% | -22.4% |
| 6M | +56.4% | +60.5% | -4.1% | +10.2% |
| YTD | +78.1% | +45.2% | +32.9% | +31.5% |
| 1Y | +171.3% | +12.3% | +158.9% | +138.1% |
| 3Y | +118.7% | +37.5% | +81.1% | +64.1% |
| 5Y | +269.4% | -39.2% | +308.6% | +374.0% |
| All | +695.7% | +60.2% | +635.4% | +402.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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