+938.2%
MU vs ONTO
+124.4%
+813.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -0.7% |
| 7D | +12.8% | +17.5% | -4.7% | +2.0% |
| 30D | -14.9% | -15.7% | +0.8% | -5.6% |
| 3M | -18.0% | -39.7% | +21.7% | +9.9% |
| 6M | -3.1% | -26.5% | +23.4% | +15.0% |
| YTD | +172.9% | +29.0% | +143.9% | +130.3% |
| 1Y | +228.8% | +57.0% | +171.9% | +148.3% |
| 3Y | +950.8% | +50.0% | +900.8% | +647.1% |
| All | +938.2% | +124.4% | +813.9% | +416.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling