+16.5%
ORCL vs ONTO
+60.0%
-43.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.9% | -0.1% | +6.4% |
| 7D | +3.8% | +16.4% | -12.6% | -0.7% |
| 30D | -6.6% | -21.4% | +14.9% | -1.2% |
| 3M | -11.4% | -32.7% | +21.3% | -3.3% |
| 6M | -33.3% | -25.2% | -8.1% | -31.0% |
| YTD | -33.3% | +36.2% | -69.5% | -42.4% |
| 1Y | -44.9% | +61.2% | -106.1% | -54.5% |
| All | +16.5% | +60.0% | -43.5% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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