+115.4%
TMUS vs ONTO
+449.2%
-333.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +12.0% | -7.8% | +3.5% |
| 7D | +5.3% | +1.4% | +4.0% | +5.0% |
| 30D | +13.5% | -34.1% | +47.7% | +16.0% |
| 3M | -4.2% | -37.1% | +32.8% | -2.2% |
| 6M | -11.9% | -31.8% | +19.9% | -11.7% |
| YTD | -15.6% | +22.9% | -38.5% | -21.3% |
| 1Y | -16.8% | +39.5% | -56.3% | -23.7% |
| 3Y | +20.8% | +57.7% | -36.9% | +0.1% |
| 5Y | +48.0% | +115.8% | -67.8% | +8.8% |
| All | +115.4% | +449.2% | -333.9% | +6.3% |
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