+45.2%
ONTO vs TECH
+25.9%
+19.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.9% | +11.0% |
| 7D | -14.0% | +0.2% | -14.2% | -14.1% |
| 30D | -43.1% | +0.3% | -43.4% | -43.2% |
| 3M | -35.5% | +1.3% | -36.8% | -35.9% |
| 6M | -41.1% | +54.0% | -95.0% | -52.3% |
| YTD | +9.8% | +24.3% | -14.5% | -3.2% |
| 1Y | +31.5% | +25.8% | +5.7% | +14.8% |
| 3Y | +45.2% | +26.0% | +19.2% | +32.7% |
| All | +45.2% | +25.9% | +19.3% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling