+497.3%
TER vs ONTO
+695.7%
-198.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +1.1% |
| 7D | +11.0% | +9.7% | +1.3% | +4.7% |
| 30D | -1.9% | -8.8% | +6.9% | +3.9% |
| 3M | -0.7% | +4.5% | -5.2% | -3.6% |
| 6M | +36.4% | +56.4% | -20.1% | +4.0% |
| YTD | +92.4% | +78.1% | +14.4% | +35.4% |
| 1Y | +213.5% | +171.3% | +42.3% | +71.2% |
| 3Y | +277.2% | +118.7% | +158.6% | +98.1% |
| 5Y | +219.1% | +269.4% | -50.3% | +11.3% |
| All | +497.3% | +695.7% | -198.4% | +14.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling