+33.9%
TER vs ONTO
+33.8%
+0.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +12.0% | +0.7% | +3.1% |
| 7D | -5.8% | +1.4% | -7.1% | -7.1% |
| 30D | -38.9% | -34.1% | -4.8% | -15.4% |
| 3M | -35.1% | -37.1% | +1.9% | -7.0% |
| 6M | -31.6% | -31.8% | +0.3% | -8.2% |
| YTD | +27.2% | +22.9% | +4.3% | +2.7% |
| All | +33.9% | +33.8% | +0.1% | -3.5% |
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