+30.7%
ONTO vs TXT
+10.0%
+20.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -1.6% | -14.0% | -14.5% |
| 7D | -29.7% | -2.5% | -27.1% | -28.4% |
| 30D | -50.3% | +12.8% | -63.1% | -54.6% |
| 3M | -43.5% | -3.6% | -39.9% | -42.1% |
| 6M | -48.9% | -6.9% | -41.9% | -46.3% |
| YTD | -1.2% | -2.2% | +1.0% | -1.3% |
| 1Y | +14.9% | +6.3% | +8.6% | +7.7% |
| All | +30.7% | +10.0% | +20.7% | +13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling