-8.3%
TONX vs SPY
+12.1%
-20.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.4% | -12.0% | -11.4% |
| 7D | +16.8% | +2.6% | +14.2% | +10.3% |
| 30D | +14.3% | -2.0% | +16.3% | +21.0% |
| 3M | +10.0% | -2.8% | +12.7% | +20.0% |
| 6M | -14.7% | +2.1% | -16.8% | -16.4% |
| YTD | +60.8% | +11.5% | +49.3% | +34.4% |
| 1Y | -8.3% | +13.5% | -21.8% | -26.6% |
| All | -8.3% | +12.1% | -20.4% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling