+658.6%
ONTO vs TDY
+86.6%
+572.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.7% | +5.8% |
| 7D | -1.0% | -1.8% | +0.8% | +0.6% |
| 30D | -2.9% | -10.7% | +7.8% | +7.3% |
| 3M | -2.5% | -1.3% | -1.2% | +0.5% |
| 6M | +28.2% | -10.6% | +38.8% | +43.9% |
| YTD | +69.8% | +19.6% | +50.2% | +48.9% |
| 1Y | +162.9% | +11.6% | +151.2% | +143.9% |
| 3Y | +95.9% | +45.2% | +50.7% | +45.5% |
| 5Y | +244.5% | +36.1% | +208.4% | +169.3% |
| All | +658.6% | +86.6% | +572.0% | +405.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling