-61.2%
ADBE vs ONTO
+258.3%
-319.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.9% | -8.4% | -4.1% |
| 7D | -10.1% | +9.7% | -19.7% | -11.3% |
| 30D | -3.0% | -8.8% | +5.8% | -2.4% |
| 3M | +5.0% | +4.5% | +0.5% | +0.3% |
| 6M | -9.3% | +56.4% | -65.7% | -22.2% |
| YTD | -26.5% | +78.1% | -104.6% | -39.8% |
| 1Y | -28.3% | +171.3% | -199.5% | -48.2% |
| 3Y | -54.1% | +118.7% | -172.8% | -70.7% |
| 5Y | -61.2% | +269.4% | -330.6% | -81.4% |
| All | -61.2% | +258.3% | -319.5% | -81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling