+4.9%
ENTG vs ONTO
+146.7%
-141.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +8.9% | +2.4% | +5.3% |
| 7D | +7.9% | +16.4% | -8.4% | -2.9% |
| 30D | -3.6% | -21.4% | +17.9% | +12.8% |
| 3M | +2.7% | -32.7% | +35.5% | +32.5% |
| 6M | +3.6% | -25.2% | +28.8% | +24.3% |
| YTD | +83.6% | +36.2% | +47.4% | +48.4% |
| 1Y | +84.9% | +61.2% | +23.7% | +33.9% |
| 3Y | +63.2% | +58.7% | +4.5% | -0.7% |
| 5Y | +4.9% | +143.6% | -138.7% | -58.6% |
| All | +4.9% | +146.7% | -141.8% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling