+135.0%
GOOG vs ONTO
+246.7%
-111.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.3% |
| 7D | -2.5% | +6.5% | -9.0% | -3.9% |
| 30D | -3.6% | -15.9% | +12.3% | -0.5% |
| 3M | -6.4% | -0.2% | -6.3% | -9.6% |
| 6M | +7.8% | +38.7% | -31.0% | -5.5% |
| YTD | +5.5% | +70.4% | -64.9% | -13.4% |
| 1Y | +38.3% | +153.6% | -115.3% | +1.1% |
| 3Y | +143.1% | +109.2% | +33.9% | +63.5% |
| 5Y | +135.0% | +249.7% | -114.7% | +22.8% |
| All | +135.0% | +246.7% | -111.7% | +22.8% |
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