+299.4%
TPR vs ONTO
+97.2%
+202.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -1.0% |
| 7D | -2.3% | -1.0% | -1.3% | -2.2% |
| 30D | -23.0% | -2.9% | -20.1% | -23.4% |
| 3M | -12.5% | -2.5% | -10.0% | -15.1% |
| 6M | -21.4% | +28.2% | -49.6% | -28.7% |
| YTD | -3.5% | +69.8% | -73.3% | -17.9% |
| 1Y | +17.4% | +162.9% | -145.5% | -9.1% |
| All | +299.4% | +97.2% | +202.2% | +212.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling