+597.2%
AMAT vs ONTO
+459.0%
+138.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.7% |
| 7D | -2.5% | -2.4% | 0.0% | -1.3% |
| 30D | -26.5% | -32.9% | +6.4% | -5.1% |
| 3M | -28.6% | -32.2% | +3.6% | -9.7% |
| 6M | -14.2% | -30.6% | +16.4% | +6.1% |
| YTD | +45.5% | +25.1% | +20.4% | +20.9% |
| 1Y | +59.3% | +40.0% | +19.3% | +22.9% |
| 3Y | +153.1% | +45.7% | +107.4% | +58.4% |
| 5Y | +158.2% | +128.8% | +29.4% | +8.6% |
| All | +597.2% | +459.0% | +138.1% | +35.8% |
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