+322.0%
TSM vs ONTO
+45.4%
+276.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.1% | -4.8% | +1.8% |
| 7D | -7.6% | -14.0% | +6.5% | -2.0% |
| 30D | -20.5% | -43.1% | +22.6% | -0.9% |
| 3M | -10.0% | -35.5% | +25.5% | +4.5% |
| 6M | -10.1% | -41.1% | +31.0% | +5.6% |
| YTD | +24.5% | +9.8% | +14.7% | +10.4% |
| 1Y | +31.2% | +31.5% | -0.3% | +7.4% |
| 3Y | +322.0% | +45.2% | +276.8% | +202.8% |
| All | +322.0% | +45.4% | +276.6% | +202.8% |
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