+104.5%
TFC vs ONTO
+104.0%
+0.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.1% | -0.7% |
| 7D | +2.4% | -1.0% | +3.4% | +2.5% |
| 30D | -1.3% | -2.9% | +1.6% | -1.4% |
| 3M | +6.1% | -2.5% | +8.5% | +4.0% |
| 6M | +7.3% | +28.2% | -20.9% | -0.1% |
| YTD | +8.2% | +69.8% | -61.6% | -4.3% |
| 1Y | +14.4% | +162.9% | -148.5% | -6.9% |
| All | +104.5% | +104.0% | +0.5% | +54.9% |
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 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