+248.9%
AMAT vs ONON
-23.0%
+271.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.6% | +6.5% | +4.7% |
| 7D | +7.0% | -1.7% | +8.7% | +7.4% |
| 30D | -12.2% | -27.4% | +15.2% | -5.1% |
| 3M | -3.8% | -26.5% | +22.7% | +2.8% |
| 6M | +45.9% | -34.2% | +80.2% | +60.3% |
| YTD | +84.6% | -41.3% | +126.0% | +109.4% |
| 1Y | +193.4% | -39.7% | +233.0% | +227.7% |
| 3Y | +228.1% | -7.8% | +235.9% | +210.7% |
| All | +248.9% | -23.0% | +271.9% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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