+200.1%
AMZN vs ONTO
+476.3%
-276.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.4% |
| 7D | +2.8% | +17.5% | -14.7% | -1.1% |
| 30D | +5.0% | -15.7% | +20.6% | +7.8% |
| 3M | +0.6% | -39.7% | +40.3% | +10.5% |
| 6M | -1.3% | -26.5% | +25.2% | -0.1% |
| YTD | +15.5% | +29.0% | -13.5% | -0.9% |
| 1Y | +12.2% | +57.0% | -44.7% | -8.8% |
| 3Y | +87.0% | +50.0% | +37.0% | +38.1% |
| 5Y | +51.3% | +127.3% | -76.0% | -6.2% |
| All | +200.1% | +476.3% | -276.2% | +40.0% |
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