+146.0%
TT vs ONTO
+243.6%
-97.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.3% | -0.5% |
| 7D | 0.0% | -1.0% | +1.0% | +0.2% |
| 30D | -7.2% | -2.9% | -4.3% | -7.3% |
| 3M | -3.0% | -2.5% | -0.5% | -4.7% |
| 6M | +1.4% | +28.2% | -26.9% | -6.9% |
| YTD | +15.9% | +69.8% | -53.9% | -0.2% |
| 1Y | +9.4% | +162.9% | -153.5% | -15.2% |
| 3Y | +124.4% | +95.9% | +28.4% | +71.8% |
| All | +146.0% | +243.6% | -97.6% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling