+61.2%
ONTO vs TXT
+4.6%
+56.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.0% | +9.9% | +9.4% |
| 7D | +16.4% | -0.8% | +17.2% | +16.9% |
| 30D | -21.4% | +13.4% | -34.8% | -26.8% |
| 3M | -32.7% | -2.5% | -30.2% | -30.9% |
| 6M | -25.2% | -6.2% | -19.0% | -21.3% |
| YTD | +36.2% | -1.3% | +37.6% | +37.5% |
| 1Y | +61.2% | +4.3% | +56.8% | +54.6% |
| All | +61.2% | +4.6% | +56.6% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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