+293.9%
TER vs ONTO
+459.0%
-165.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -1.4% |
| 7D | -8.9% | -2.4% | -6.5% | -7.5% |
| 30D | -39.1% | -32.9% | -6.1% | -21.5% |
| 3M | -32.8% | -32.2% | -0.6% | -13.8% |
| 6M | -31.7% | -30.6% | -1.1% | -13.6% |
| YTD | +26.9% | +25.1% | +1.8% | +12.1% |
| 1Y | +33.6% | +40.0% | -6.4% | +10.3% |
| 3Y | +181.5% | +45.7% | +135.8% | +94.3% |
| 5Y | +76.1% | +128.8% | -52.7% | -16.0% |
| All | +293.9% | +459.0% | -165.1% | -5.1% |
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