+72.1%
TGT vs ONTO
+696.1%
-624.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.6% |
| 7D | -5.2% | +4.9% | -10.2% | -6.0% |
| 30D | +1.2% | -16.6% | +17.8% | +3.6% |
| 3M | +18.4% | -7.3% | +25.7% | +16.9% |
| 6M | +33.4% | +45.9% | -12.5% | +20.3% |
| YTD | +63.8% | +78.2% | -14.4% | +41.4% |
| 1Y | +77.2% | +159.8% | -82.7% | +41.2% |
| 3Y | +41.8% | +123.4% | -81.6% | +6.2% |
| 5Y | -25.5% | +265.8% | -291.3% | -52.4% |
| All | +72.1% | +696.1% | -624.0% | -15.1% |
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 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