+196.6%
AMD vs ONTO
+73.6%
+123.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -15.6% | -1.7% | -7.9% |
| 7D | -28.6% | -29.7% | +1.1% | -11.5% |
| 30D | -37.7% | -50.3% | +12.5% | -5.7% |
| 3M | -16.1% | -43.5% | +27.4% | +14.3% |
| 6M | +13.8% | -48.9% | +62.7% | +62.4% |
| YTD | +88.8% | -1.2% | +90.0% | +80.6% |
| 1Y | +57.8% | +14.9% | +42.9% | +37.3% |
| 3Y | +260.3% | +31.2% | +229.1% | +129.6% |
| 5Y | +196.6% | +68.1% | +128.5% | +40.5% |
| All | +196.6% | +73.6% | +123.0% | +40.5% |
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