+79.5%
TGT vs ONTO
+476.3%
-396.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.7% |
| 7D | +2.6% | +17.5% | -14.9% | +0.3% |
| 30D | +4.7% | -15.7% | +20.3% | +6.3% |
| 3M | +4.6% | -39.7% | +44.3% | +10.8% |
| 6M | +34.9% | -26.5% | +61.3% | +35.0% |
| YTD | +70.9% | +29.0% | +41.9% | +52.6% |
| 1Y | +84.4% | +57.0% | +27.4% | +58.3% |
| 3Y | +69.1% | +50.0% | +19.1% | +33.8% |
| 5Y | -26.9% | +127.3% | -154.2% | -50.1% |
| All | +79.5% | +476.3% | -396.8% | -8.3% |
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