+161.8%
TXN vs ONTO
+658.6%
-496.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.2% | -4.3% | -0.3% |
| 7D | -0.1% | -1.0% | +0.9% | +0.2% |
| 30D | -6.9% | -2.9% | -4.0% | -7.0% |
| 3M | -14.9% | -2.5% | -12.5% | -16.5% |
| 6M | +29.0% | +28.2% | +0.8% | +13.5% |
| YTD | +51.5% | +69.8% | -18.3% | +19.5% |
| 1Y | +41.6% | +162.9% | -121.3% | -6.1% |
| 3Y | +65.8% | +95.9% | -30.1% | +6.9% |
| 5Y | +56.8% | +244.5% | -187.7% | -26.1% |
| All | +161.8% | +658.6% | -496.8% | -21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling