+459.0%
ONTO vs TD
+184.8%
+274.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | -2.4% | -0.7% | -1.7% | -1.5% |
| 30D | -32.9% | +7.6% | -40.6% | -37.1% |
| 3M | -32.2% | +3.0% | -35.2% | -33.9% |
| 6M | -30.6% | +16.8% | -47.5% | -38.9% |
| YTD | +25.1% | +34.3% | -9.2% | -2.1% |
| 1Y | +40.0% | +56.0% | -16.0% | -3.5% |
| 3Y | +45.7% | +132.4% | -86.6% | -29.7% |
| 5Y | +128.8% | +103.7% | +25.1% | +23.8% |
| All | +459.0% | +184.8% | +274.3% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling