+226.8%
SOXX vs ONTO
+115.7%
+111.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | -0.4% |
| 7D | +1.4% | +4.9% | -3.6% | -1.0% |
| 30D | -3.6% | -16.6% | +13.1% | +4.7% |
| 3M | -10.2% | -7.3% | -2.8% | -8.9% |
| 6M | +54.2% | +45.9% | +8.3% | +25.8% |
| YTD | +75.2% | +78.2% | -3.0% | +29.6% |
| 1Y | +107.5% | +159.8% | -52.3% | +27.7% |
| 3Y | +226.8% | +123.4% | +103.3% | +93.5% |
| All | +226.8% | +115.7% | +111.1% | +93.5% |
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