+126.7%
AMAT vs ONTO
+84.2%
+42.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +11.1% | -6.9% | -2.8% |
| 7D | -14.7% | -14.0% | -0.7% | -6.6% |
| 30D | -36.1% | -43.1% | +7.0% | -9.4% |
| 3M | -36.9% | -35.5% | -1.3% | -19.0% |
| 6M | -22.2% | -41.1% | +18.9% | +6.1% |
| YTD | +29.9% | +9.8% | +20.2% | +19.7% |
| 1Y | +43.3% | +31.5% | +11.7% | +18.0% |
| 3Y | +142.7% | +45.2% | +97.5% | +55.7% |
| All | +126.7% | +84.2% | +42.5% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling