+52.1%
TEL vs ONTO
+246.7%
-194.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.8% |
| 7D | -2.3% | +6.5% | -8.8% | -4.0% |
| 30D | -6.1% | -15.9% | +9.8% | -2.2% |
| 3M | +1.7% | -0.2% | +1.8% | -1.6% |
| 6M | +1.6% | +38.7% | -37.1% | -11.3% |
| YTD | -9.1% | +70.4% | -79.4% | -25.5% |
| 1Y | -1.7% | +153.6% | -155.3% | -28.4% |
| 3Y | +67.3% | +109.2% | -41.9% | +12.3% |
| 5Y | +52.1% | +249.7% | -197.6% | -25.4% |
| All | +52.1% | +246.7% | -194.6% | -25.4% |
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