+51.9%
QCOM vs ONTO
+60.0%
-8.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.9% | -7.1% | -1.3% |
| 7D | +2.0% | +16.4% | -14.4% | -3.6% |
| 30D | +1.2% | -21.4% | +22.7% | +8.5% |
| 3M | +9.1% | -32.7% | +41.9% | +21.6% |
| 6M | -25.0% | -25.2% | +0.2% | -21.4% |
| YTD | +4.8% | +36.2% | -31.4% | -13.8% |
| 1Y | +3.6% | +61.2% | -57.6% | -20.3% |
| All | +51.9% | +60.0% | -8.1% | +6.3% |
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