-38.5%
INTU vs ONTO
+104.0%
-142.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.2% | -9.5% | -3.5% |
| 7D | -7.1% | -1.0% | -6.1% | -7.1% |
| 30D | +1.5% | -2.9% | +4.3% | +1.2% |
| 3M | +10.7% | -2.5% | +13.1% | +9.1% |
| 6M | -23.8% | +28.2% | -52.1% | -27.9% |
| YTD | -49.3% | +69.8% | -119.1% | -54.3% |
| 1Y | -49.7% | +162.9% | -212.5% | -58.3% |
| All | -38.5% | +104.0% | -142.5% | -54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling