+130.7%
ONTO vs TECK
+130.0%
+0.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.1% |
| 7D | +17.5% | -0.4% | +18.0% | +18.0% |
| 30D | -15.7% | -7.1% | -8.5% | -12.0% |
| 3M | -39.7% | -5.5% | -34.3% | -37.6% |
| 6M | -26.5% | -9.7% | -16.8% | -22.0% |
| YTD | +29.0% | +26.3% | +2.7% | +17.6% |
| 1Y | +57.0% | +44.4% | +12.6% | +34.8% |
| 3Y | +50.0% | +70.1% | -20.1% | +19.4% |
| All | +130.7% | +130.0% | +0.7% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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