-3.3%
ADSK vs ONTO
+106.2%
-109.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.4% | +5.8% | +2.6% |
| 7D | -10.9% | +6.5% | -17.4% | -11.3% |
| 30D | -15.9% | -15.9% | 0.0% | -15.1% |
| 3M | -4.4% | -0.2% | -4.2% | -6.6% |
| 6M | -16.6% | +38.7% | -55.4% | -23.5% |
| YTD | -28.5% | +70.4% | -98.9% | -37.2% |
| 1Y | -34.6% | +153.6% | -188.3% | -47.1% |
| All | -3.3% | +106.2% | -109.5% | -29.9% |
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