+52.3%
MSFT vs ONTO
+45.4%
+6.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +11.1% | -12.1% | -2.0% |
| 7D | +1.7% | -14.0% | +15.7% | +2.8% |
| 30D | +0.2% | -43.1% | +43.2% | +4.8% |
| 3M | +6.4% | -35.5% | +41.9% | +9.3% |
| 6M | +28.7% | -41.1% | +69.8% | +31.0% |
| YTD | +10.4% | +9.8% | +0.6% | +2.6% |
| 1Y | +7.6% | +31.5% | -23.9% | -2.8% |
| 3Y | +52.3% | +45.2% | +7.1% | +28.7% |
| All | +52.3% | +45.4% | +6.9% | +28.7% |
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 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