+91.5%
ONTO vs ZCMD
-100.0%
+191.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.8% | +9.3% | +11.1% |
| 7D | -14.0% | -4.4% | -9.6% | -14.0% |
| 30D | -43.1% | -43.0% | -0.1% | -42.7% |
| 3M | -35.5% | -54.9% | +19.3% | -35.0% |
| 6M | -41.1% | -99.8% | +58.7% | -38.7% |
| YTD | +9.8% | -99.9% | +109.6% | +14.3% |
| 1Y | +31.5% | -99.9% | +131.4% | +37.4% |
| 3Y | +45.2% | -100.0% | +145.2% | +56.4% |
| All | +91.5% | -100.0% | +191.5% | +108.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling