+54.5%
ONTO vs TW
+42.9%
+11.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.4% |
| 7D | +34.4% | +3.2% | +31.2% | +35.0% |
| 30D | -20.4% | +19.7% | -40.1% | -18.4% |
| 3M | -37.8% | +26.8% | -64.7% | -35.8% |
| 6M | -24.6% | +20.9% | -45.4% | -21.6% |
| YTD | +32.8% | +22.9% | +9.9% | +36.9% |
| 1Y | +54.7% | +20.4% | +34.4% | +60.0% |
| All | +54.5% | +42.9% | +11.6% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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