+30.6%
ORCL vs ONTO
+84.2%
-53.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.1% | -10.3% | -2.0% |
| 7D | -11.2% | -14.0% | +2.9% | -7.9% |
| 30D | -18.8% | -43.1% | +24.2% | -7.0% |
| 3M | -18.8% | -35.5% | +16.7% | -10.7% |
| 6M | -39.7% | -41.1% | +1.3% | -33.8% |
| YTD | -39.6% | +9.8% | -49.4% | -44.3% |
| 1Y | -51.7% | +31.5% | -83.3% | -57.4% |
| 3Y | +10.2% | +45.2% | -34.9% | -10.7% |
| All | +30.6% | +84.2% | -53.7% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling