+855.4%
MU vs ONTO
+45.4%
+810.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +11.1% | -6.0% | -2.0% |
| 7D | -22.0% | -14.0% | -8.0% | -13.9% |
| 30D | -36.6% | -43.1% | +6.5% | -9.7% |
| 3M | -21.7% | -35.5% | +13.8% | -0.3% |
| 6M | +3.5% | -41.1% | +44.6% | +41.8% |
| YTD | +141.9% | +9.8% | +132.2% | +125.7% |
| 1Y | +189.8% | +31.5% | +158.3% | +143.6% |
| 3Y | +855.4% | +45.2% | +810.2% | +671.4% |
| All | +855.4% | +45.4% | +810.0% | +671.4% |
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 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