-47.5%
INTU vs ONTO
+33.8%
-81.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +12.0% | -12.9% | +1.9% |
| 7D | -3.9% | +1.4% | -5.3% | -2.9% |
| 30D | +11.7% | -34.1% | +45.8% | +2.9% |
| 3M | +4.5% | -37.1% | +41.5% | -3.7% |
| 6M | -13.9% | -31.8% | +18.0% | -16.7% |
| YTD | -48.2% | +22.9% | -71.1% | -46.7% |
| All | -47.5% | +33.8% | -81.3% | -46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling