+29.4%
INTU vs ONTO
+695.7%
-666.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.9% | -9.0% | -5.2% |
| 7D | -7.5% | +9.7% | -17.2% | -9.5% |
| 30D | -1.9% | -8.8% | +6.9% | -0.9% |
| 3M | +4.9% | +4.5% | +0.3% | -1.6% |
| 6M | -33.2% | +56.4% | -89.6% | -45.7% |
| YTD | -51.4% | +78.1% | -129.5% | -62.8% |
| 1Y | -52.0% | +171.3% | -223.2% | -68.5% |
| 3Y | -40.7% | +118.7% | -159.3% | -64.7% |
| 5Y | -41.7% | +269.4% | -311.1% | -74.0% |
| All | +29.4% | +695.7% | -666.2% | -64.3% |
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