+77.7%
MCHP vs ONTO
+696.1%
-618.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +1.3% |
| 7D | 0.0% | +4.9% | -4.9% | -2.6% |
| 30D | -6.0% | -16.6% | +10.6% | +2.4% |
| 3M | -19.7% | -7.3% | -12.3% | -19.1% |
| 6M | +14.0% | +45.9% | -31.9% | -11.4% |
| YTD | +18.4% | +78.2% | -59.7% | -18.8% |
| 1Y | +17.1% | +159.8% | -142.7% | -35.9% |
| 3Y | +0.7% | +123.4% | -122.7% | -51.1% |
| 5Y | +5.1% | +265.8% | -260.7% | -65.6% |
| All | +77.7% | +696.1% | -618.3% | -70.5% |
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 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