+658.6%
ONTO vs TMF
-86.5%
+745.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.8% | +6.2% |
| 7D | -1.0% | -1.4% | +0.4% | -1.1% |
| 30D | -2.9% | -2.8% | -0.1% | -2.9% |
| 3M | -2.5% | -10.9% | +8.5% | -2.7% |
| 6M | +28.2% | -21.3% | +49.5% | +27.3% |
| YTD | +69.8% | -15.9% | +85.7% | +69.0% |
| 1Y | +162.9% | -15.7% | +178.6% | +161.8% |
| 3Y | +95.9% | -43.4% | +139.3% | +92.3% |
| 5Y | +244.5% | -87.8% | +332.2% | +190.0% |
| All | +658.6% | -86.5% | +745.1% | +628.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling