+25.6%
TEAM vs ONTO
+459.0%
-433.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -5.9% | -4.4% |
| 7D | -22.2% | -2.4% | -19.8% | -22.5% |
| 30D | -28.1% | -32.9% | +4.8% | -22.6% |
| 3M | -2.2% | -32.2% | +30.1% | +3.4% |
| 6M | +62.2% | -30.6% | +92.8% | +63.6% |
| YTD | -8.4% | +25.1% | -33.5% | -24.7% |
| 1Y | -6.6% | +40.0% | -46.6% | -26.2% |
| 3Y | -15.7% | +45.7% | -61.4% | -43.5% |
| 5Y | -65.7% | +128.8% | -194.5% | -81.6% |
| All | +25.6% | +459.0% | -433.5% | -48.9% |
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