-17.3%
MCHP vs ONTO
+124.4%
-141.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | +0.7% |
| 7D | +5.7% | +17.5% | -11.8% | -2.2% |
| 30D | -13.4% | -15.7% | +2.2% | -8.0% |
| 3M | -20.1% | -39.7% | +19.6% | -2.0% |
| 6M | -35.5% | -26.5% | -9.0% | -29.5% |
| YTD | -1.6% | +29.0% | -30.5% | -19.7% |
| 1Y | +15.5% | +57.0% | -41.5% | -14.4% |
| 3Y | -13.2% | +50.0% | -63.2% | -45.8% |
| All | -17.3% | +124.4% | -141.7% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling