+2,006.7%
MU vs ONTO
+695.7%
+1,311.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -4.6% |
| 7D | +7.2% | +9.7% | -2.5% | +1.1% |
| 30D | +14.0% | -8.8% | +22.8% | +19.3% |
| 3M | +5.4% | +4.5% | +0.9% | +1.4% |
| 6M | +170.3% | +56.4% | +113.9% | +104.8% |
| YTD | +250.7% | +78.1% | +172.6% | +144.3% |
| 1Y | +662.1% | +171.3% | +490.8% | +313.7% |
| 3Y | +1,341.2% | +118.7% | +1,222.5% | +699.3% |
| 5Y | +1,319.3% | +269.4% | +1,050.0% | +430.9% |
| All | +2,006.7% | +695.7% | +1,311.1% | +330.7% |
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 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