+297.5%
AVGO vs ONTO
+56.0%
+241.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.1% | +6.6% |
| 7D | +25.0% | +34.4% | -9.4% | +9.5% |
| 30D | +2.0% | -20.4% | +22.4% | +11.2% |
| 3M | -12.3% | -37.8% | +25.6% | +5.0% |
| 6M | -12.8% | -24.6% | +11.8% | -8.5% |
| YTD | +5.9% | +32.8% | -27.0% | -17.8% |
| 1Y | +3.3% | +54.7% | -51.4% | -25.6% |
| All | +297.5% | +56.0% | +241.5% | +145.5% |
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 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