+274.8%
ADI vs ONTO
+661.2%
-386.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +0.3% |
| 7D | +1.3% | +6.5% | -5.2% | -1.4% |
| 30D | -6.0% | -15.9% | +10.0% | +0.1% |
| 3M | -7.7% | -0.2% | -7.6% | -11.1% |
| 6M | +14.0% | +38.7% | -24.8% | -5.7% |
| YTD | +34.4% | +70.4% | -36.0% | +0.6% |
| 1Y | +48.0% | +153.6% | -105.6% | -8.3% |
| 3Y | +113.3% | +109.2% | +4.1% | +23.3% |
| 5Y | +131.1% | +249.7% | -118.7% | -5.2% |
| All | +274.8% | +661.2% | -386.4% | -14.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling