+743.4%
JBL vs ONTO
+661.2%
+82.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -1.3% |
| 7D | -1.0% | +6.5% | -7.5% | -3.8% |
| 30D | -15.1% | -15.9% | +0.8% | -8.6% |
| 3M | -14.0% | -0.2% | -13.9% | -16.4% |
| 6M | +20.6% | +38.7% | -18.1% | +0.8% |
| YTD | +32.9% | +70.4% | -37.5% | +0.7% |
| 1Y | +40.5% | +153.6% | -113.1% | -11.6% |
| 3Y | +183.7% | +109.2% | +74.6% | +65.6% |
| 5Y | +388.3% | +249.7% | +138.6% | +95.9% |
| All | +743.4% | +661.2% | +82.2% | +80.4% |
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 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