+97.3%
TEM vs ONTO
-1.8%
+99.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.9% | -10.3% | -5.1% |
| 7D | +5.1% | +16.4% | -11.3% | -2.0% |
| 30D | +16.8% | -21.4% | +38.3% | +27.3% |
| 3M | +42.6% | -32.7% | +75.4% | +63.0% |
| 6M | +63.9% | -25.2% | +89.1% | +69.6% |
| YTD | +34.5% | +36.2% | -1.7% | -0.3% |
| 1Y | +11.0% | +61.2% | -50.2% | -24.9% |
| All | +97.3% | -1.8% | +99.1% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling