+59.7%
TEM vs ONTO
+28.4%
+31.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -2.6% |
| 7D | +3.2% | +9.7% | -6.4% | -1.0% |
| 30D | +23.5% | -8.8% | +32.3% | +26.7% |
| 3M | +32.3% | +4.5% | +27.8% | +22.5% |
| 6M | +23.0% | +56.4% | -33.4% | -9.1% |
| YTD | +8.9% | +78.1% | -69.2% | -26.0% |
| 1Y | -19.9% | +171.3% | -191.1% | -57.3% |
| All | +59.7% | +28.4% | +31.4% | +15.8% |
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