+137.7%
GOOGL vs ONTO
+258.3%
-120.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -1.1% |
| 7D | +1.1% | +9.7% | -8.6% | -1.0% |
| 30D | -4.4% | -8.8% | +4.4% | -3.3% |
| 3M | -6.8% | +4.5% | -11.3% | -10.9% |
| 6M | +13.6% | +56.4% | -42.8% | -3.2% |
| YTD | +8.3% | +78.1% | -69.8% | -11.9% |
| 1Y | +44.9% | +171.3% | -126.3% | +4.3% |
| 3Y | +150.5% | +118.7% | +31.8% | +67.1% |
| 5Y | +137.7% | +269.4% | -131.7% | +22.8% |
| All | +137.7% | +258.3% | -120.6% | +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