+162.9%
ONTO vs TMF
-15.2%
+178.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.8% | +6.1% |
| 7D | -1.0% | -1.4% | +0.4% | -0.7% |
| 30D | -2.9% | -2.8% | -0.1% | -1.9% |
| 3M | -2.5% | -10.9% | +8.5% | +0.4% |
| 6M | +28.2% | -21.3% | +49.5% | +30.9% |
| YTD | +69.8% | -15.9% | +85.7% | +76.2% |
| 1Y | +162.9% | -15.7% | +178.6% | +164.4% |
| All | +162.9% | -15.2% | +178.1% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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