+312.3%
ZETA vs ONTO
+179.8%
+132.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.8% |
| 7D | +18.1% | +17.5% | +0.6% | +12.3% |
| 30D | +13.6% | -15.7% | +29.2% | +18.5% |
| 3M | +23.7% | -39.7% | +63.5% | +41.1% |
| 6M | +128.5% | -26.5% | +155.0% | +129.5% |
| YTD | +80.1% | +29.0% | +51.1% | +40.7% |
| 1Y | +98.0% | +57.0% | +41.0% | +42.4% |
| 3Y | +348.6% | +50.0% | +298.6% | +177.8% |
| 5Y | +286.6% | +127.3% | +159.3% | +73.9% |
| All | +312.3% | +179.8% | +132.5% | +72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling