+55.6%
AMZN vs ONTO
+122.9%
-67.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.1% |
| 7D | +8.0% | -2.4% | +10.5% | +7.8% |
| 30D | +3.2% | -32.9% | +36.2% | +12.1% |
| 3M | -2.6% | -32.2% | +29.6% | +4.2% |
| 6M | -0.7% | -30.6% | +30.0% | +1.9% |
| YTD | +17.4% | +25.1% | -7.8% | -0.3% |
| 1Y | +9.0% | +40.0% | -31.0% | -10.7% |
| 3Y | +88.7% | +45.7% | +43.0% | +30.5% |
| 5Y | +55.6% | +128.8% | -73.2% | -20.4% |
| All | +55.6% | +122.9% | -67.3% | -20.4% |
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