+137.5%
QCOM vs ONTO
+658.6%
-521.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.1% | -2.6% |
| 7D | +3.3% | -1.0% | +4.4% | +3.6% |
| 30D | +7.7% | -2.9% | +10.6% | +7.2% |
| 3M | -30.1% | -2.5% | -27.6% | -32.5% |
| 6M | +22.8% | +28.2% | -5.4% | +2.9% |
| YTD | +0.2% | +69.8% | -69.6% | -27.4% |
| 1Y | +7.9% | +162.9% | -155.0% | -37.7% |
| 3Y | +55.8% | +95.9% | -40.1% | -10.0% |
| 5Y | +30.1% | +244.5% | -214.4% | -47.3% |
| All | +137.5% | +658.6% | -521.1% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling