+106.7%
INTC vs ONTO
+696.1%
-589.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +0.6% |
| 7D | +7.5% | +4.9% | +2.5% | +5.4% |
| 30D | +2.0% | -16.6% | +18.6% | +10.2% |
| 3M | -12.0% | -7.3% | -4.7% | -9.7% |
| 6M | +114.5% | +45.9% | +68.6% | +83.5% |
| YTD | +179.0% | +78.2% | +100.8% | +120.1% |
| 1Y | +318.3% | +159.8% | +158.5% | +182.8% |
| 3Y | +171.2% | +123.4% | +47.8% | +70.0% |
| 5Y | +107.6% | +265.8% | -158.2% | -3.1% |
| All | +106.7% | +696.1% | -589.4% | -44.2% |
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