-32.2%
INFY vs ONTO
+115.7%
-147.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.4% |
| 7D | -5.4% | +4.9% | -10.3% | -5.5% |
| 30D | -9.9% | -16.6% | +6.8% | -9.5% |
| 3M | -4.6% | -7.3% | +2.8% | -5.0% |
| 6M | -18.5% | +45.9% | -64.4% | -22.7% |
| YTD | -36.5% | +78.2% | -114.7% | -41.3% |
| 1Y | -32.8% | +159.8% | -192.6% | -40.4% |
| 3Y | -32.2% | +123.4% | -155.6% | -43.6% |
| All | -32.2% | +115.7% | -147.9% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling