+341.5%
ONTO vs TECH
+47.1%
+294.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.1% | -15.5% | -15.5% |
| 7D | -29.7% | -0.1% | -29.6% | -29.7% |
| 30D | -50.3% | +0.3% | -50.6% | -50.4% |
| 3M | -43.5% | +1.0% | -44.5% | -43.8% |
| 6M | -48.9% | +28.6% | -77.4% | -57.0% |
| YTD | -1.2% | +24.1% | -25.3% | -16.3% |
| 1Y | +14.9% | +21.9% | -7.0% | -2.0% |
| 3Y | +31.2% | +25.7% | +5.5% | +2.2% |
| 5Y | +68.1% | -40.2% | +108.3% | +109.0% |
| All | +341.5% | +47.1% | +294.4% | +141.5% |
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