+396.8%
TPR vs ONTO
+56.0%
+340.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.2% |
| 7D | -1.1% | +34.4% | -35.6% | -5.6% |
| 30D | +15.1% | -20.4% | +35.5% | +18.4% |
| 3M | -13.4% | -37.8% | +24.4% | -7.7% |
| 6M | +1.4% | -24.6% | +25.9% | +0.8% |
| YTD | +4.8% | +32.8% | -28.0% | -9.1% |
| 1Y | +29.2% | +54.7% | -25.5% | +7.9% |
| All | +396.8% | +56.0% | +340.8% | +275.9% |
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