+950.8%
MU vs ONTO
+51.5%
+899.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -0.7% |
| 7D | +12.8% | +17.5% | -4.7% | +1.6% |
| 30D | -14.9% | -15.7% | +0.8% | -5.3% |
| 3M | -18.0% | -39.7% | +21.7% | +10.9% |
| 6M | -3.1% | -26.5% | +23.4% | +15.3% |
| YTD | +172.9% | +29.0% | +143.9% | +128.9% |
| 1Y | +228.8% | +57.0% | +171.9% | +146.2% |
| 3Y | +950.8% | +50.0% | +900.8% | +643.5% |
| All | +950.8% | +51.5% | +899.3% | +643.5% |
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