+31.5%
ONTO vs TAP
-6.0%
+37.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.5% | +15.6% | +7.7% |
| 7D | -14.0% | +0.5% | -14.6% | -13.1% |
| 30D | -43.1% | +9.1% | -52.2% | -38.6% |
| 3M | -35.5% | -3.8% | -31.7% | -34.8% |
| 6M | -41.1% | -3.4% | -37.6% | -38.5% |
| YTD | +9.8% | -10.6% | +20.4% | +13.3% |
| 1Y | +31.5% | -4.4% | +35.9% | +36.0% |
| All | +31.5% | -6.0% | +37.5% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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