+459.0%
ONTO vs TRGP
+722.4%
-263.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +0.9% |
| 7D | -2.4% | -5.8% | +3.4% | -0.3% |
| 30D | -32.9% | -1.5% | -31.5% | -32.5% |
| 3M | -32.2% | +6.1% | -38.3% | -33.6% |
| 6M | -30.6% | +14.4% | -45.0% | -34.3% |
| YTD | +25.1% | +55.3% | -30.2% | +6.7% |
| 1Y | +40.0% | +69.1% | -29.1% | +15.8% |
| 3Y | +45.7% | +254.3% | -208.6% | -3.6% |
| 5Y | +128.8% | +471.4% | -342.6% | +30.0% |
| All | +459.0% | +722.4% | -263.3% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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