+52.0%
TDG vs ONTO
+115.7%
-63.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.7% |
| 7D | -1.9% | +4.9% | -6.8% | -2.4% |
| 30D | -7.7% | -16.6% | +8.9% | -6.2% |
| 3M | -9.3% | -7.3% | -2.0% | -9.9% |
| 6M | -9.4% | +45.9% | -55.3% | -15.7% |
| YTD | -14.3% | +78.2% | -92.4% | -22.5% |
| 1Y | -11.8% | +159.8% | -171.7% | -24.9% |
| 3Y | +52.0% | +123.4% | -71.4% | +21.4% |
| All | +52.0% | +115.7% | -63.7% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling