+131.9%
TMUS vs ONTO
+695.7%
-563.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | -0.2% |
| 7D | -0.3% | +9.7% | -9.9% | -0.9% |
| 30D | +3.1% | -8.8% | +12.0% | +3.6% |
| 3M | +2.4% | +4.5% | -2.1% | +0.5% |
| 6M | -17.1% | +56.4% | -73.5% | -22.4% |
| YTD | -9.1% | +78.1% | -87.2% | -16.7% |
| 1Y | -23.6% | +171.3% | -194.9% | -34.0% |
| 3Y | +38.8% | +118.7% | -79.8% | +13.8% |
| 5Y | +43.0% | +269.4% | -226.4% | -1.1% |
| All | +131.9% | +695.7% | -563.7% | +12.6% |
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