+41.0%
TMUS vs ONTO
+84.2%
-43.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.1% | -10.2% | +1.0% |
| 7D | +3.6% | -14.0% | +17.6% | +3.5% |
| 30D | -3.4% | -43.1% | +39.7% | -3.4% |
| 3M | -9.5% | -35.5% | +26.1% | -9.7% |
| 6M | -15.2% | -41.1% | +25.9% | -15.6% |
| YTD | -18.9% | +9.8% | -28.7% | -21.7% |
| 1Y | -17.7% | +31.5% | -49.2% | -21.4% |
| 3Y | +15.6% | +45.2% | -29.5% | +3.3% |
| All | +41.0% | +84.2% | -43.3% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling