-53.1%
TEAM vs ONTO
+268.0%
-321.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -4.7% | +9.4% | -14.0% | -6.8% |
| 30D | +17.0% | -4.4% | +21.5% | +17.1% |
| 3M | +85.9% | +1.6% | +84.3% | +76.7% |
| 6M | +116.7% | +45.3% | +71.4% | +80.5% |
| YTD | +9.6% | +76.4% | -66.7% | -16.4% |
| 1Y | -2.5% | +167.2% | -169.7% | -37.4% |
| 3Y | -14.0% | +116.6% | -130.5% | -52.8% |
| 5Y | -53.1% | +263.7% | -316.8% | -81.5% |
| All | -53.1% | +268.0% | -321.0% | -81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling