+134.0%
ONTO vs TD
+103.6%
+30.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +34.4% | +0.6% | +33.8% | +33.9% |
| 30D | -20.4% | +5.0% | -25.4% | -23.5% |
| 3M | -37.8% | +1.1% | -38.9% | -38.3% |
| 6M | -24.6% | +16.5% | -41.0% | -33.2% |
| YTD | +32.8% | +34.3% | -1.5% | +4.6% |
| 1Y | +54.7% | +52.9% | +1.8% | +9.7% |
| 3Y | +54.7% | +132.2% | -77.5% | -23.5% |
| 5Y | +134.0% | +101.9% | +32.1% | +35.0% |
| All | +134.0% | +103.6% | +30.4% | +35.0% |
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