+234.1%
TER vs ONTO
+168.3%
+65.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.9% |
| 7D | +12.4% | +9.4% | +3.0% | +4.7% |
| 30D | +5.1% | -4.4% | +9.6% | +8.5% |
| 3M | +4.0% | +1.6% | +2.4% | +1.8% |
| 6M | +29.5% | +45.3% | -15.7% | -3.8% |
| YTD | +98.5% | +76.4% | +22.1% | +26.2% |
| 1Y | +234.1% | +167.2% | +66.9% | +64.0% |
| All | +234.1% | +168.3% | +65.8% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling