+658.6%
ONTO vs TECH
+46.6%
+612.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -2.9% | +0.7% | -3.6% | -3.2% |
| 3M | -2.5% | +36.3% | -38.8% | -18.8% |
| 6M | +28.2% | +25.6% | +2.6% | +8.8% |
| YTD | +69.8% | +23.7% | +46.1% | +44.1% |
| 1Y | +162.9% | +37.6% | +125.2% | +106.9% |
| 3Y | +95.9% | -6.6% | +102.5% | +85.6% |
| 5Y | +244.5% | -42.2% | +286.7% | +335.4% |
| All | +658.6% | +46.6% | +612.0% | +315.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling