+2,041.1%
MU vs ONTO
+658.6%
+1,382.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.2% | -0.1% | +2.3% |
| 7D | +9.0% | -1.0% | +10.0% | +9.6% |
| 30D | +13.8% | -2.9% | +16.7% | +13.5% |
| 3M | +2.1% | -2.5% | +4.5% | +3.1% |
| 6M | +153.8% | +28.2% | +125.6% | +116.5% |
| YTD | +256.4% | +69.8% | +186.6% | +156.1% |
| 1Y | +719.8% | +162.9% | +556.9% | +354.8% |
| 3Y | +1,360.4% | +95.9% | +1,264.4% | +766.3% |
| 5Y | +1,312.4% | +244.5% | +1,067.9% | +452.1% |
| All | +2,041.1% | +658.6% | +1,382.5% | +351.5% |
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 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