+119.8%
TMUS vs ONTO
+508.7%
-388.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.9% | -7.1% | +1.3% |
| 7D | +8.2% | +16.4% | -8.2% | +7.1% |
| 30D | +13.4% | -21.4% | +34.8% | +14.6% |
| 3M | -3.0% | -32.7% | +29.7% | -1.3% |
| 6M | -8.8% | -25.2% | +16.4% | -9.1% |
| YTD | -13.8% | +36.2% | -50.1% | -20.2% |
| 1Y | -17.1% | +61.2% | -78.2% | -24.8% |
| 3Y | +22.7% | +58.7% | -36.0% | +3.0% |
| 5Y | +52.8% | +143.6% | -90.8% | +11.2% |
| All | +119.8% | +508.7% | -388.9% | +7.8% |
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