+14.9%
ONTO vs TMF
-22.6%
+37.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.6% | -16.2% | -15.7% |
| 7D | -29.7% | +2.7% | -32.4% | -30.0% |
| 30D | -50.3% | +19.3% | -69.6% | -53.1% |
| 3M | -43.5% | -3.7% | -39.8% | -41.2% |
| 6M | -48.9% | -11.3% | -37.5% | -44.9% |
| YTD | -1.2% | -16.6% | +15.4% | +9.5% |
| 1Y | +14.9% | -21.1% | +36.0% | +27.2% |
| All | +14.9% | -22.6% | +37.6% | +27.2% |
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