+1.8%
SPGI vs ONTO
+53.2%
-51.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.9% | -8.5% | +1.2% |
| 7D | -1.4% | +16.4% | -17.7% | +0.3% |
| 30D | +15.3% | -21.4% | +36.7% | +12.9% |
| 3M | +16.5% | -32.7% | +49.3% | +12.8% |
| 6M | +19.8% | -25.2% | +45.0% | +17.2% |
| YTD | -3.2% | +36.2% | -39.5% | -4.0% |
| 1Y | +1.8% | +61.2% | -59.4% | +1.2% |
| All | +1.8% | +53.2% | -51.4% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling