+1,353.5%
MU vs ONTO
+390.5%
+963.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +11.1% | -6.0% | -1.7% |
| 7D | -22.0% | -14.0% | -8.0% | -14.1% |
| 30D | -36.6% | -43.1% | +6.5% | -10.6% |
| 3M | -21.7% | -35.5% | +13.8% | -0.9% |
| 6M | +3.5% | -41.1% | +44.6% | +40.9% |
| YTD | +141.9% | +9.8% | +132.2% | +124.5% |
| 1Y | +189.8% | +31.5% | +158.3% | +142.1% |
| 3Y | +855.4% | +45.2% | +810.2% | +581.9% |
| 5Y | +869.2% | +86.7% | +782.5% | +448.5% |
| All | +1,353.5% | +390.5% | +963.0% | +295.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling