-4.2%
TLT vs ONTO
+167.3%
-171.5%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -0.1% |
| 7D | +0.4% | +9.7% | -9.2% | +0.3% |
| 30D | -0.3% | -8.8% | +8.5% | -0.3% |
| 3M | -1.7% | +4.5% | -6.2% | -2.1% |
| 6M | -4.9% | +56.4% | -61.3% | -5.1% |
| YTD | -2.8% | +78.1% | -80.9% | -2.5% |
| 1Y | -4.2% | +171.3% | -175.5% | -4.0% |
| All | -4.2% | +167.3% | -171.5% | -4.0% |
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