+30.7%
ONTO vs TMF
-25.2%
+55.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.6% | -16.2% | -15.6% |
| 7D | -29.7% | +2.7% | -32.4% | -29.7% |
| 30D | -50.3% | +19.3% | -69.6% | -50.5% |
| 3M | -43.5% | -3.7% | -39.8% | -43.2% |
| 6M | -48.9% | -11.3% | -37.5% | -48.5% |
| YTD | -1.2% | -16.6% | +15.4% | -0.5% |
| 1Y | +14.9% | -21.1% | +36.0% | +15.5% |
| All | +30.7% | -25.2% | +55.9% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling