+91.5%
ONTO vs TD
+101.6%
-10.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.6% | +11.6% | +11.6% |
| 7D | -14.0% | -1.7% | -12.3% | -12.6% |
| 30D | -43.1% | +8.2% | -51.3% | -46.9% |
| 3M | -35.5% | +1.7% | -37.2% | -36.4% |
| 6M | -41.1% | +14.2% | -55.3% | -47.0% |
| YTD | +9.8% | +32.8% | -23.0% | -12.8% |
| 1Y | +31.5% | +55.5% | -24.0% | -8.1% |
| 3Y | +45.2% | +129.6% | -84.5% | -27.5% |
| All | +91.5% | +101.6% | -10.2% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling