+55.0%
MSFT vs ONTO
+104.0%
-49.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.2% | -2.6% |
| 7D | -2.7% | -1.0% | -1.7% | -2.6% |
| 30D | +2.7% | -2.9% | +5.6% | +2.5% |
| 3M | +17.0% | -2.5% | +19.4% | +14.6% |
| 6M | +23.8% | +28.2% | -4.4% | +16.4% |
| YTD | +4.0% | +69.8% | -65.8% | -6.2% |
| 1Y | -0.8% | +162.9% | -163.7% | -16.6% |
| All | +55.0% | +104.0% | -49.0% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling