+1,297.9%
AVGO vs ONTO
+508.7%
+789.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.9% | -4.9% | -0.1% |
| 7D | +6.1% | +16.4% | -10.3% | -1.5% |
| 30D | -2.7% | -21.4% | +18.8% | +7.2% |
| 3M | -16.9% | -32.7% | +15.9% | -3.1% |
| 6M | -19.1% | -25.2% | +6.1% | -14.4% |
| YTD | +0.3% | +36.2% | -35.9% | -22.6% |
| 1Y | -1.2% | +61.2% | -62.4% | -29.8% |
| 3Y | +272.4% | +58.7% | +213.8% | +143.5% |
| 5Y | +579.0% | +143.6% | +435.4% | +234.0% |
| All | +1,297.9% | +508.7% | +789.2% | +262.2% |
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