+387.5%
TT vs ONTO
+449.2%
-61.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +12.0% | -7.3% | +1.8% |
| 7D | +1.7% | +1.4% | +0.4% | +0.9% |
| 30D | -11.8% | -34.1% | +22.3% | -3.4% |
| 3M | -12.6% | -37.1% | +24.5% | -4.0% |
| 6M | -9.4% | -31.8% | +22.5% | -4.6% |
| YTD | +8.8% | +22.9% | -14.1% | -2.5% |
| 1Y | -2.5% | +39.5% | -42.0% | -15.6% |
| 3Y | +95.7% | +57.7% | +38.0% | +48.1% |
| 5Y | +135.7% | +115.8% | +19.9% | +51.7% |
| All | +387.5% | +449.2% | -61.8% | +97.9% |
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 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