+4.9%
MSFT vs ONTO
+52.3%
-47.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.2% |
| 7D | -1.3% | +17.5% | -18.8% | -1.5% |
| 30D | -1.8% | -15.7% | +13.8% | -1.9% |
| 3M | +5.6% | -39.7% | +45.4% | +5.6% |
| 6M | +29.8% | -26.5% | +56.3% | +26.5% |
| YTD | +9.0% | +29.0% | -20.0% | +3.5% |
| 1Y | +4.9% | +57.0% | -52.0% | -0.9% |
| All | +4.9% | +52.3% | -47.3% | -0.9% |
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