+286.4%
MSFT vs ONTO
+476.3%
-189.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.7% |
| 7D | -1.3% | +17.5% | -18.8% | -4.7% |
| 30D | -1.8% | -15.7% | +13.8% | +0.5% |
| 3M | +5.6% | -39.7% | +45.4% | +14.7% |
| 6M | +29.8% | -26.5% | +56.3% | +30.3% |
| YTD | +9.0% | +29.0% | -20.0% | -6.7% |
| 1Y | +4.9% | +57.0% | -52.0% | -14.9% |
| 3Y | +46.2% | +50.0% | -3.8% | +5.6% |
| 5Y | +62.1% | +127.3% | -65.1% | -5.1% |
| All | +286.4% | +476.3% | -189.9% | +38.4% |
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