+92.4%
INTC vs ONTO
+658.6%
-566.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.2% | -1.7% | +1.8% |
| 7D | +7.1% | -1.0% | +8.1% | +7.5% |
| 30D | -5.2% | -2.9% | -2.3% | -5.0% |
| 3M | -14.3% | -2.5% | -11.8% | -13.7% |
| 6M | +110.2% | +28.2% | +82.0% | +89.1% |
| YTD | +159.6% | +69.8% | +89.8% | +108.9% |
| 1Y | +289.3% | +162.9% | +126.4% | +162.3% |
| 3Y | +166.1% | +95.9% | +70.1% | +76.0% |
| 5Y | +94.4% | +244.5% | -150.1% | -7.1% |
| All | +92.4% | +658.6% | -566.2% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling