+184.1%
AMZN vs ONTO
+688.0%
-503.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | -1.0% | +9.4% | -10.4% | -3.1% |
| 30D | -9.2% | -4.4% | -4.8% | -9.0% |
| 3M | +3.4% | +1.6% | +1.8% | -0.8% |
| 6M | +18.2% | +45.3% | -27.0% | +2.3% |
| YTD | +9.3% | +76.4% | -67.0% | -11.1% |
| 1Y | +5.9% | +167.2% | -161.2% | -24.0% |
| 3Y | +82.6% | +116.6% | -34.0% | +25.0% |
| 5Y | +44.9% | +263.7% | -218.8% | -17.7% |
| All | +184.1% | +688.0% | -503.9% | +25.5% |
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 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