+43.8%
INFY vs ONTO
+696.1%
-652.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +0.8% |
| 7D | -5.4% | +4.9% | -10.3% | -6.1% |
| 30D | -9.9% | -16.6% | +6.8% | -7.8% |
| 3M | -4.6% | -7.3% | +2.8% | -6.2% |
| 6M | -18.5% | +45.9% | -64.4% | -27.9% |
| YTD | -36.5% | +78.2% | -114.7% | -46.6% |
| 1Y | -32.8% | +159.8% | -192.6% | -48.3% |
| 3Y | -32.2% | +123.4% | -155.6% | -51.9% |
| 5Y | -44.7% | +265.8% | -310.5% | -68.1% |
| All | +43.8% | +696.1% | -652.3% | -44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling