+745.2%
ONTO vs ZCMD
-100.0%
+845.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +4.9% |
| 7D | +9.7% | -1.4% | +11.0% | +9.7% |
| 30D | -8.8% | -21.6% | +12.8% | -8.5% |
| 3M | +4.5% | -67.4% | +71.9% | +3.8% |
| 6M | +56.4% | -99.4% | +155.9% | +67.6% |
| YTD | +78.1% | -99.7% | +177.8% | +94.7% |
| 1Y | +171.3% | -99.9% | +271.2% | +202.7% |
| 3Y | +118.7% | -100.0% | +218.7% | +166.9% |
| 5Y | +269.4% | -100.0% | +369.4% | +350.7% |
| All | +745.2% | -100.0% | +845.2% | +1,338.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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