+26.8%
TEAM vs ONTO
+476.3%
-449.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -0.9% |
| 7D | -2.4% | +17.5% | -19.9% | -5.9% |
| 30D | -26.7% | -15.7% | -11.1% | -24.9% |
| 3M | -9.6% | -39.7% | +30.1% | -1.6% |
| 6M | +86.0% | -26.5% | +112.5% | +85.0% |
| YTD | -7.5% | +29.0% | -36.5% | -24.5% |
| 1Y | -1.4% | +57.0% | -58.3% | -24.5% |
| 3Y | -14.3% | +50.0% | -64.3% | -42.9% |
| 5Y | -66.3% | +127.3% | -193.6% | -81.9% |
| All | +26.8% | +476.3% | -449.6% | -48.7% |
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