+476.3%
ONTO vs TECH
+47.5%
+428.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -2.9% | -2.9% |
| 7D | +17.5% | +0.1% | +17.4% | +17.4% |
| 30D | -15.7% | +0.5% | -16.2% | -15.9% |
| 3M | -39.7% | +1.1% | -40.8% | -40.1% |
| 6M | -26.5% | +62.8% | -89.3% | -45.0% |
| YTD | +29.0% | +24.5% | +4.5% | +9.1% |
| 1Y | +57.0% | +20.6% | +36.3% | +35.0% |
| 3Y | +50.0% | +29.5% | +20.5% | +14.7% |
| 5Y | +127.3% | -40.9% | +168.2% | +185.0% |
| All | +476.3% | +47.5% | +428.8% | +214.8% |
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