+238.0%
ONTO vs ZBRA
-38.9%
+276.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +5.3% |
| 7D | -1.0% | +1.8% | -2.8% | -2.0% |
| 30D | -2.9% | -1.7% | -1.2% | -1.6% |
| 3M | -2.5% | +47.8% | -50.2% | -24.9% |
| 6M | +28.2% | +56.7% | -28.5% | -6.1% |
| YTD | +69.8% | +49.4% | +20.4% | +25.6% |
| 1Y | +162.9% | +16.5% | +146.3% | +128.7% |
| 3Y | +95.9% | +31.5% | +64.5% | +55.9% |
| All | +238.0% | -38.9% | +276.9% | +350.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling