+153.6%
ONTO vs TDY
+9.8%
+143.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.6% |
| 7D | +6.5% | -1.9% | +8.4% | +8.8% |
| 30D | -15.9% | -12.5% | -3.4% | -1.9% |
| 3M | -0.2% | -0.8% | +0.7% | +4.2% |
| 6M | +38.7% | -9.0% | +47.7% | +54.4% |
| YTD | +70.4% | +16.8% | +53.6% | +61.5% |
| 1Y | +153.6% | +9.5% | +144.1% | +165.4% |
| All | +153.6% | +9.8% | +143.8% | +165.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling