-52.0%
INTU vs ONTO
+167.3%
-219.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.9% | -9.0% | -3.2% |
| 7D | -7.5% | +9.7% | -17.2% | -5.8% |
| 30D | -1.9% | -8.8% | +6.9% | -3.1% |
| 3M | +4.9% | +4.5% | +0.3% | +7.8% |
| 6M | -33.2% | +56.4% | -89.6% | -28.3% |
| YTD | -51.4% | +78.1% | -129.5% | -48.7% |
| 1Y | -52.0% | +171.3% | -223.2% | -50.5% |
| All | -52.0% | +167.3% | -219.2% | -50.5% |
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