+172.2%
TXN vs ONTO
+696.1%
-523.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +2.2% |
| 7D | +4.0% | +4.9% | -1.0% | +2.2% |
| 30D | -2.9% | -16.6% | +13.8% | +3.0% |
| 3M | -9.1% | -7.3% | -1.8% | -9.1% |
| 6M | +36.6% | +45.9% | -9.3% | +15.1% |
| YTD | +57.5% | +78.2% | -20.7% | +22.1% |
| 1Y | +49.5% | +159.8% | -110.3% | -0.4% |
| 3Y | +76.5% | +123.4% | -46.9% | +8.0% |
| 5Y | +62.4% | +265.8% | -203.4% | -25.1% |
| All | +172.2% | +696.1% | -523.9% | -19.5% |
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