+300.6%
TER vs ONTO
+476.3%
-175.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -3.5% |
| 7D | +14.4% | +17.5% | -3.2% | +3.3% |
| 30D | -30.6% | -15.7% | -14.9% | -22.6% |
| 3M | -39.2% | -39.7% | +0.5% | -15.9% |
| 6M | -31.3% | -26.5% | -4.8% | -16.0% |
| YTD | +29.1% | +29.0% | +0.1% | +11.8% |
| 1Y | +47.4% | +57.0% | -9.5% | +13.6% |
| 3Y | +191.2% | +50.0% | +141.2% | +97.5% |
| 5Y | +74.0% | +127.3% | -53.3% | -16.5% |
| All | +300.6% | +476.3% | -175.7% | -5.2% |
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