+199.0%
AMD vs ONTO
+84.2%
+114.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +11.1% | 0.0% | +4.3% |
| 7D | -11.0% | -14.0% | +3.0% | -2.3% |
| 30D | -30.5% | -43.1% | +12.6% | -2.6% |
| 3M | -8.2% | -35.5% | +27.3% | +15.7% |
| 6M | +6.6% | -41.1% | +47.6% | +40.4% |
| YTD | +109.7% | +9.8% | +99.9% | +88.3% |
| 1Y | +88.9% | +31.5% | +57.4% | +51.5% |
| 3Y | +301.8% | +45.2% | +256.7% | +140.2% |
| All | +199.0% | +84.2% | +114.8% | +26.7% |
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