+1,541.1%
AMD vs ONTO
+508.7%
+1,032.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.9% | -1.6% | +2.3% |
| 7D | +13.1% | +16.4% | -3.2% | +4.7% |
| 30D | -7.0% | -21.4% | +14.5% | +6.9% |
| 3M | +16.6% | -32.7% | +49.3% | +43.9% |
| 6M | +20.5% | -25.2% | +45.7% | +37.3% |
| YTD | +158.2% | +36.2% | +121.9% | +109.5% |
| 1Y | +132.8% | +61.2% | +71.6% | +71.8% |
| 3Y | +366.2% | +58.7% | +307.6% | +200.4% |
| 5Y | +278.7% | +143.6% | +135.0% | +84.3% |
| All | +1,541.1% | +508.7% | +1,032.4% | +366.2% |
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