+114.5%
ADI vs ONTO
+118.2%
-3.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.9% | -4.6% | -1.3% |
| 7D | +2.4% | +9.7% | -7.2% | -0.7% |
| 30D | -6.6% | -8.8% | +2.2% | -4.4% |
| 3M | -9.8% | +4.5% | -14.3% | -13.4% |
| 6M | +15.7% | +56.4% | -40.7% | -3.5% |
| YTD | +35.1% | +78.1% | -43.0% | +7.1% |
| 1Y | +47.7% | +171.3% | -123.6% | +0.5% |
| 3Y | +114.5% | +118.7% | -4.2% | +37.3% |
| All | +114.5% | +118.2% | -3.8% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling