+238.0%
ONTO vs TAP
+2.2%
+235.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.3% | +6.2% |
| 7D | -1.0% | -2.3% | +1.3% | -1.0% |
| 30D | -2.9% | -2.1% | -0.8% | -2.8% |
| 3M | -2.5% | +6.6% | -9.1% | -3.5% |
| 6M | +28.2% | -11.5% | +39.7% | +29.9% |
| YTD | +69.8% | -10.3% | +80.0% | +70.9% |
| 1Y | +162.9% | -14.4% | +177.3% | +166.4% |
| 3Y | +95.9% | -28.3% | +124.2% | +104.1% |
| All | +238.0% | +2.2% | +235.8% | +202.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling