+688.0%
ONTO vs TDY
+81.9%
+606.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | +0.5% |
| 7D | +9.4% | -1.8% | +11.2% | +11.1% |
| 30D | -4.4% | -13.8% | +9.3% | +8.8% |
| 3M | +1.6% | -3.9% | +5.5% | +6.9% |
| 6M | +45.3% | -9.0% | +54.3% | +60.5% |
| YTD | +76.4% | +16.5% | +59.8% | +58.1% |
| 1Y | +167.2% | +9.3% | +157.9% | +152.4% |
| 3Y | +116.6% | +45.1% | +71.5% | +60.9% |
| 5Y | +263.7% | +35.0% | +228.7% | +186.8% |
| All | +688.0% | +81.9% | +606.1% | +436.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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