+247.2%
AMAT vs ONTO
+243.6%
+3.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.2% | -1.8% | +0.4% |
| 7D | -1.5% | -1.0% | -0.5% | -0.9% |
| 30D | -14.8% | -2.9% | -11.9% | -14.8% |
| 3M | -9.3% | -2.5% | -6.8% | -9.0% |
| 6M | +27.4% | +28.2% | -0.8% | +6.8% |
| YTD | +77.6% | +69.8% | +7.8% | +25.3% |
| 1Y | +188.9% | +162.9% | +26.1% | +54.2% |
| 3Y | +202.3% | +95.9% | +106.3% | +62.9% |
| All | +247.2% | +243.6% | +3.6% | +17.9% |
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 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