+508.7%
ONTO vs TD
+185.7%
+323.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.6% |
| 7D | +16.4% | -3.1% | +19.4% | +20.3% |
| 30D | -21.4% | +6.7% | -28.1% | -25.6% |
| 3M | -32.7% | +3.1% | -35.9% | -34.5% |
| 6M | -25.2% | +17.6% | -42.8% | -34.5% |
| YTD | +36.2% | +34.8% | +1.4% | +6.4% |
| 1Y | +61.2% | +55.6% | +5.6% | +11.4% |
| 3Y | +58.7% | +133.1% | -74.5% | -23.6% |
| 5Y | +143.6% | +104.7% | +39.0% | +31.3% |
| All | +508.7% | +185.7% | +323.0% | +162.2% |
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