+12.8%
TEAM vs ONTO
+162.8%
-150.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.2% | -8.8% | -2.0% |
| 7D | -0.4% | -1.0% | +0.6% | -0.5% |
| 30D | +67.3% | -2.9% | +70.2% | +65.9% |
| 3M | +86.8% | -2.5% | +89.2% | +88.6% |
| 6M | +146.8% | +28.2% | +118.6% | +159.7% |
| YTD | +16.9% | +69.8% | -52.9% | +24.4% |
| 1Y | +12.8% | +162.9% | -150.1% | +27.8% |
| All | +12.8% | +162.8% | -150.0% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling