+151.8%
TER vs ONTO
+45.4%
+106.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.1% | -8.5% | -4.4% |
| 7D | -20.5% | -14.0% | -6.4% | -12.7% |
| 30D | -47.0% | -43.1% | -3.9% | -24.9% |
| 3M | -43.3% | -35.5% | -7.8% | -26.2% |
| 6M | -42.9% | -41.1% | -1.8% | -20.2% |
| YTD | +12.9% | +9.8% | +3.1% | +12.6% |
| 1Y | +18.2% | +31.5% | -13.4% | +7.4% |
| 3Y | +151.8% | +45.2% | +106.6% | +101.4% |
| All | +151.8% | +45.4% | +106.4% | +101.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling