+16.9%
TPR vs ONTO
+162.8%
-145.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.5% | -1.2% |
| 7D | -2.7% | -1.0% | -1.6% | -2.6% |
| 30D | -23.3% | -2.9% | -20.4% | -23.8% |
| 3M | -12.8% | -2.5% | -10.3% | -16.6% |
| 6M | -21.7% | +28.2% | -49.9% | -31.9% |
| YTD | -3.9% | +69.8% | -73.7% | -24.2% |
| 1Y | +16.9% | +162.9% | -146.0% | -21.6% |
| All | +16.9% | +162.8% | -145.9% | -21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling