-7.4%
TLT vs ONTO
+54.9%
-62.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -1.5% |
| 7D | -2.7% | +34.4% | -37.1% | -2.9% |
| 30D | +2.2% | -20.4% | +22.6% | +2.5% |
| 3M | -1.7% | -37.8% | +36.1% | -0.9% |
| 6M | -4.0% | -24.6% | +20.6% | -4.3% |
| YTD | -4.9% | +32.8% | -37.8% | -7.4% |
| 1Y | -7.4% | +54.7% | -62.1% | -10.2% |
| All | -7.4% | +54.9% | -62.3% | -10.2% |
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