+493.5%
ONTO vs INCY
+56.4%
+437.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.3% |
| 7D | +34.4% | +3.1% | +31.3% | +33.2% |
| 30D | -20.4% | +12.0% | -32.5% | -23.7% |
| 3M | -37.8% | +0.8% | -38.6% | -38.4% |
| 6M | -24.6% | +22.8% | -47.3% | -31.8% |
| YTD | +32.8% | +23.2% | +9.6% | +19.5% |
| 1Y | +54.7% | +12.4% | +42.3% | +43.9% |
| 3Y | +54.7% | +132.1% | -77.4% | +0.5% |
| 5Y | +134.0% | +85.5% | +48.5% | +67.5% |
| All | +493.5% | +56.4% | +437.0% | +283.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 10y: compounded portfolio wealth divided by compounded INCY 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…
10y analysis · Full analysis span regression · 6 months rolling