+175.0%
TDG vs ONTO
+696.1%
-521.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.1% |
| 7D | -1.9% | +4.9% | -6.8% | -3.1% |
| 30D | -7.7% | -16.6% | +8.9% | -4.0% |
| 3M | -9.3% | -7.3% | -2.0% | -10.9% |
| 6M | -9.4% | +45.9% | -55.3% | -22.9% |
| YTD | -14.3% | +78.2% | -92.4% | -31.8% |
| 1Y | -11.8% | +159.8% | -171.7% | -38.3% |
| 3Y | +52.0% | +123.4% | -71.4% | -5.2% |
| 5Y | +128.8% | +265.8% | -137.0% | +5.3% |
| All | +175.0% | +696.1% | -521.1% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling