+115.8%
ONTO vs TXT
+13.0%
+102.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.7% | +10.2% |
| 7D | +1.4% | -3.5% | +4.9% | +4.5% |
| 30D | -34.1% | +15.2% | -49.3% | -41.9% |
| 3M | -37.1% | -4.5% | -32.6% | -35.3% |
| 6M | -31.8% | -6.1% | -25.7% | -28.9% |
| YTD | +22.9% | -2.0% | +24.9% | +21.8% |
| 1Y | +39.5% | +4.2% | +35.3% | +30.9% |
| 3Y | +57.7% | +14.4% | +43.3% | +29.5% |
| 5Y | +115.8% | +12.3% | +103.5% | +74.0% |
| All | +115.8% | +13.0% | +102.8% | +74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling