+11.4%
TNA vs ONTO
+696.1%
-684.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | -2.6% |
| 7D | -7.3% | +4.9% | -12.2% | -11.1% |
| 30D | -14.2% | -16.6% | +2.5% | -2.5% |
| 3M | -4.6% | -7.3% | +2.8% | -9.9% |
| 6M | +36.9% | +45.9% | -9.0% | -14.7% |
| YTD | +42.5% | +78.2% | -35.6% | -26.6% |
| 1Y | +45.8% | +159.8% | -114.1% | -47.8% |
| 3Y | +104.7% | +123.4% | -18.8% | -42.0% |
| 5Y | -21.7% | +265.8% | -287.5% | -88.1% |
| All | +11.4% | +696.1% | -684.7% | -93.7% |
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