+843.5%
TTMI vs ONTO
+258.3%
+585.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.9% | -1.9% | +0.6% |
| 7D | +12.2% | +9.7% | +2.5% | +7.4% |
| 30D | -5.7% | -8.8% | +3.1% | -1.4% |
| 3M | -27.5% | +4.5% | -32.0% | -29.1% |
| 6M | +47.1% | +56.4% | -9.3% | +22.8% |
| YTD | +87.5% | +78.1% | +9.4% | +49.1% |
| 1Y | +175.2% | +171.3% | +3.9% | +86.9% |
| 3Y | +901.9% | +118.7% | +783.3% | +557.0% |
| 5Y | +843.5% | +269.4% | +574.1% | +393.2% |
| All | +843.5% | +258.3% | +585.2% | +393.2% |
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