+30.7%
ONTO vs TAP
-20.1%
+50.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.1% | -13.5% | -16.3% |
| 7D | -29.7% | +7.7% | -37.4% | -27.8% |
| 30D | -50.3% | +14.4% | -64.7% | -47.9% |
| 3M | -43.5% | +2.0% | -45.5% | -42.1% |
| 6M | -48.9% | +2.5% | -51.3% | -47.1% |
| YTD | -1.2% | -6.4% | +5.2% | +1.6% |
| 1Y | +14.9% | -2.3% | +17.2% | +18.0% |
| All | +30.7% | -20.1% | +50.8% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling