+269.4%
ONTO vs TDY
+36.7%
+232.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.8% |
| 7D | +9.7% | -0.9% | +10.5% | +10.6% |
| 30D | -8.8% | -12.5% | +3.7% | +3.9% |
| 3M | +4.5% | -1.2% | +5.7% | +7.8% |
| 6M | +56.4% | -6.6% | +63.0% | +70.1% |
| YTD | +78.1% | +18.5% | +59.6% | +55.7% |
| 1Y | +171.3% | +10.8% | +160.5% | +151.8% |
| 3Y | +118.7% | +47.5% | +71.2% | +54.7% |
| 5Y | +269.4% | +35.8% | +233.6% | +174.1% |
| All | +269.4% | +36.7% | +232.7% | +174.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling