+1,372.9%
AVGO vs ONTO
+688.0%
+684.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.7% |
| 7D | -0.8% | +9.4% | -10.1% | -4.9% |
| 30D | -13.7% | -4.4% | -9.3% | -12.9% |
| 3M | -6.9% | +1.6% | -8.5% | -12.5% |
| 6M | +5.8% | +45.3% | -39.5% | -17.4% |
| YTD | +5.7% | +76.4% | -70.7% | -26.1% |
| 1Y | +9.0% | +167.2% | -158.1% | -38.7% |
| 3Y | +340.5% | +116.6% | +224.0% | +153.0% |
| 5Y | +711.1% | +263.7% | +447.3% | +234.9% |
| All | +1,372.9% | +688.0% | +684.9% | +246.0% |
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