+1,346.7%
AVGO vs ONTO
+658.6%
+688.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -2.6% |
| 7D | -3.0% | -1.0% | -1.9% | -2.7% |
| 30D | -14.4% | -2.9% | -11.5% | -14.9% |
| 3M | -14.4% | -2.5% | -12.0% | -18.0% |
| 6M | +13.1% | +28.2% | -15.1% | -6.7% |
| YTD | +3.8% | +69.8% | -66.0% | -26.1% |
| 1Y | +17.8% | +162.9% | -145.1% | -33.3% |
| 3Y | +325.3% | +95.9% | +229.3% | +156.0% |
| 5Y | +689.9% | +244.5% | +445.4% | +234.4% |
| All | +1,346.7% | +658.6% | +688.1% | +245.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling