+21.3%
TFC vs ONTO
+46.1%
-24.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -8.7% | +11.6% | +3.2% |
| 7D | +5.1% | -17.4% | +22.4% | +5.7% |
| 30D | +9.8% | -43.2% | +53.0% | +12.3% |
| 3M | -2.4% | -35.7% | +33.3% | -1.0% |
| 6M | +4.9% | -38.3% | +43.2% | +5.0% |
| YTD | +6.6% | +17.1% | -10.5% | -2.5% |
| 1Y | +21.3% | +43.1% | -21.8% | +8.4% |
| All | +21.3% | +46.1% | -24.8% | +8.4% |
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 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