+44.5%
ADSK vs ONTO
+696.1%
-651.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | -0.7% |
| 7D | -2.5% | +4.9% | -7.5% | -3.8% |
| 30D | -14.9% | -16.6% | +1.8% | -11.7% |
| 3M | +3.3% | -7.3% | +10.7% | +0.2% |
| 6M | -15.7% | +45.9% | -61.6% | -31.0% |
| YTD | -28.2% | +78.2% | -106.4% | -45.9% |
| 1Y | -34.5% | +159.8% | -194.4% | -57.3% |
| 3Y | -2.9% | +123.4% | -126.3% | -43.8% |
| 5Y | -25.3% | +265.8% | -291.1% | -67.6% |
| All | +44.5% | +696.1% | -651.6% | -61.5% |
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