+345.6%
AVGO vs ONTO
+118.2%
+227.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.9% | -1.9% | +0.9% |
| 7D | -0.3% | +9.7% | -10.0% | -4.3% |
| 30D | -13.8% | -8.8% | -5.0% | -11.3% |
| 3M | -6.9% | +4.5% | -11.4% | -13.4% |
| 6M | +11.9% | +56.4% | -44.5% | -15.0% |
| YTD | +6.9% | +78.1% | -71.2% | -25.2% |
| 1Y | +7.4% | +171.3% | -163.9% | -40.0% |
| 3Y | +345.6% | +118.7% | +226.9% | +161.2% |
| All | +345.6% | +118.2% | +227.3% | +161.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling