+58.1%
TXN vs ONTO
+258.9%
-200.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +2.7% | +9.4% | -6.7% | -0.3% |
| 30D | -6.7% | -4.4% | -2.3% | -6.0% |
| 3M | -8.9% | +1.6% | -10.5% | -11.5% |
| 6M | +34.7% | +45.3% | -10.6% | +15.9% |
| YTD | +53.3% | +76.4% | -23.0% | +22.7% |
| 1Y | +45.0% | +167.2% | -122.1% | +0.2% |
| 3Y | +73.1% | +116.6% | -43.4% | +12.2% |
| All | +58.1% | +258.9% | -200.9% | -22.8% |
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