+9.0%
MSFT vs ONTO
+46.1%
-37.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -8.7% | +15.4% | +6.7% |
| 7D | +4.7% | -17.4% | +22.0% | +4.8% |
| 30D | +5.8% | -43.2% | +49.0% | +5.9% |
| 3M | +13.0% | -35.7% | +48.7% | +12.9% |
| 6M | +34.9% | -38.3% | +73.2% | +32.1% |
| YTD | +15.7% | +17.1% | -1.4% | +9.8% |
| 1Y | +9.0% | +43.1% | -34.2% | +1.1% |
| All | +9.0% | +46.1% | -37.2% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling