+866.8%
TSM vs ONTO
+695.7%
+171.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.9% | -2.5% | +0.2% |
| 7D | +6.0% | +9.7% | -3.6% | +1.8% |
| 30D | +4.5% | -8.8% | +13.3% | +7.8% |
| 3M | +3.1% | +4.5% | -1.4% | -2.8% |
| 6M | +30.2% | +56.4% | -26.2% | +1.0% |
| YTD | +45.2% | +78.1% | -32.9% | +5.6% |
| 1Y | +79.6% | +171.3% | -91.7% | +6.9% |
| 3Y | +411.0% | +118.7% | +292.3% | +203.1% |
| 5Y | +290.7% | +269.4% | +21.3% | +69.7% |
| All | +866.8% | +695.7% | +171.2% | +172.4% |
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 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