+107.5%
SOXX vs ONTO
+162.0%
-54.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | -0.5% |
| 7D | +1.4% | +4.9% | -3.6% | -1.2% |
| 30D | -3.6% | -16.6% | +13.1% | +5.4% |
| 3M | -10.2% | -7.3% | -2.8% | -8.8% |
| 6M | +54.2% | +45.9% | +8.3% | +24.2% |
| YTD | +75.2% | +78.2% | -3.0% | +28.0% |
| 1Y | +107.5% | +159.8% | -52.3% | +32.9% |
| All | +107.5% | +162.0% | -54.5% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling