+1.4%
MCHP vs ONTO
+246.7%
-245.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.3% |
| 7D | -2.1% | +6.5% | -8.6% | -5.2% |
| 30D | -11.1% | -15.9% | +4.8% | -4.4% |
| 3M | -18.1% | -0.2% | -17.9% | -20.4% |
| 6M | +10.8% | +38.7% | -28.0% | -9.2% |
| YTD | +14.2% | +70.4% | -56.1% | -16.4% |
| 1Y | +13.5% | +153.6% | -140.1% | -32.8% |
| 3Y | -2.0% | +109.2% | -111.2% | -47.5% |
| 5Y | +1.4% | +249.7% | -248.4% | -64.7% |
| All | +1.4% | +246.7% | -245.3% | -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