+262.0%
TER vs ONTO
+104.0%
+158.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.2% | -0.7% | +1.8% |
| 7D | +0.6% | -1.0% | +1.6% | +1.3% |
| 30D | -8.3% | -2.9% | -5.4% | -7.7% |
| 3M | -12.2% | -2.5% | -9.8% | -10.2% |
| 6M | +17.1% | +28.2% | -11.1% | +3.3% |
| YTD | +84.7% | +69.8% | +14.9% | +40.6% |
| 1Y | +199.9% | +162.9% | +37.0% | +84.0% |
| All | +262.0% | +104.0% | +158.0% | +130.1% |
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 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