+39.2%
INTU vs ONTO
+390.5%
-351.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +11.1% | -14.8% | -5.9% |
| 7D | +0.1% | -14.0% | +14.2% | +2.3% |
| 30D | +15.4% | -43.1% | +58.5% | +27.2% |
| 3M | +6.6% | -35.5% | +42.1% | +12.2% |
| 6M | -11.3% | -41.1% | +29.8% | -9.0% |
| YTD | -47.7% | +9.8% | -57.5% | -56.9% |
| 1Y | -47.0% | +31.5% | -78.5% | -59.0% |
| 3Y | -29.9% | +45.2% | -75.1% | -56.3% |
| 5Y | -42.2% | +86.7% | -128.9% | -69.8% |
| All | +39.2% | +390.5% | -351.2% | -58.6% |
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