+28.3%
TFC vs ONTO
+476.3%
-448.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +1.9% |
| 7D | +2.3% | +17.5% | -15.2% | -1.6% |
| 30D | +10.8% | -15.7% | +26.5% | +13.6% |
| 3M | -3.8% | -39.7% | +36.0% | +5.6% |
| 6M | +9.6% | -26.5% | +36.1% | +10.2% |
| YTD | +5.8% | +29.0% | -23.2% | -10.8% |
| 1Y | +16.2% | +57.0% | -40.8% | -7.7% |
| 3Y | +96.0% | +50.0% | +46.0% | +36.8% |
| 5Y | +1.7% | +127.3% | -125.6% | -44.0% |
| All | +28.3% | +476.3% | -448.1% | -60.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling