+449.2%
ONTO vs TECH
+47.4%
+401.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +11.9% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -34.1% | +0.5% | -34.6% | -34.3% |
| 3M | -37.1% | +0.9% | -37.9% | -37.4% |
| 6M | -31.8% | +51.0% | -82.9% | -46.9% |
| YTD | +22.9% | +24.4% | -1.5% | +4.0% |
| 1Y | +39.5% | +27.6% | +11.9% | +15.8% |
| 3Y | +57.7% | +29.9% | +27.7% | +20.3% |
| 5Y | +115.8% | -40.6% | +156.5% | +169.8% |
| All | +449.2% | +47.4% | +401.8% | +200.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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