+449.2%
ONTO vs TD
+185.6%
+263.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.5% | +10.5% | +10.7% |
| 7D | +1.4% | -0.6% | +2.0% | +2.2% |
| 30D | -34.1% | +7.9% | -42.1% | -38.3% |
| 3M | -37.1% | +3.1% | -40.2% | -38.7% |
| 6M | -31.8% | +17.2% | -49.0% | -40.2% |
| YTD | +22.9% | +34.7% | -11.8% | -4.0% |
| 1Y | +39.5% | +56.9% | -17.4% | -4.3% |
| 3Y | +57.7% | +134.7% | -77.1% | -24.5% |
| 5Y | +115.8% | +104.8% | +11.0% | +16.2% |
| All | +449.2% | +185.6% | +263.6% | +136.6% |
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