+416.9%
TT vs ONTO
+695.7%
-278.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -1.6% |
| 7D | +1.6% | +9.7% | -8.1% | -0.8% |
| 30D | -7.3% | -8.8% | +1.5% | -5.8% |
| 3M | -2.6% | +4.5% | -7.1% | -6.2% |
| 6M | +5.9% | +56.4% | -50.5% | -8.6% |
| YTD | +15.4% | +78.1% | -62.7% | -4.3% |
| 1Y | +8.2% | +171.3% | -163.0% | -20.3% |
| 3Y | +122.7% | +118.7% | +4.0% | +57.5% |
| 5Y | +145.0% | +269.4% | -124.4% | +37.7% |
| All | +416.9% | +695.7% | -278.7% | +94.3% |
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