+658.6%
ONTO vs TD
+177.7%
+480.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.5% | +7.4% |
| 7D | -1.0% | +0.3% | -1.3% | -1.4% |
| 30D | -2.9% | +0.4% | -3.3% | -3.1% |
| 3M | -2.5% | +7.6% | -10.1% | -7.8% |
| 6M | +28.2% | +25.0% | +3.2% | +7.0% |
| YTD | +69.8% | +31.0% | +38.8% | +35.9% |
| 1Y | +162.9% | +65.2% | +97.7% | +73.0% |
| 3Y | +95.9% | +122.5% | -26.6% | -1.8% |
| 5Y | +244.5% | +124.8% | +119.7% | +70.9% |
| All | +658.6% | +177.7% | +480.9% | +235.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling