+30.9%
TEAM vs ONTO
+449.2%
-418.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.2% | -1.7% |
| 7D | -17.2% | +1.4% | -18.6% | -18.2% |
| 30D | -25.1% | -34.1% | +9.0% | -19.0% |
| 3M | +3.9% | -37.1% | +41.0% | +11.7% |
| 6M | +69.1% | -31.8% | +100.9% | +71.3% |
| YTD | -4.5% | +22.9% | -27.4% | -21.2% |
| 1Y | -1.9% | +39.5% | -41.4% | -22.5% |
| 3Y | -9.3% | +57.7% | -67.0% | -41.3% |
| 5Y | -65.2% | +115.8% | -181.0% | -81.0% |
| All | +30.9% | +449.2% | -418.3% | -46.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling