+658.6%
ONTO vs TRGP
+744.5%
-85.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.5% |
| 7D | -1.0% | +0.8% | -1.8% | -1.3% |
| 30D | -2.9% | +11.5% | -14.4% | -6.9% |
| 3M | -2.5% | +9.0% | -11.4% | -6.1% |
| 6M | +28.2% | +20.5% | +7.7% | +18.9% |
| YTD | +69.8% | +59.5% | +10.2% | +43.3% |
| 1Y | +162.9% | +77.9% | +85.0% | +112.9% |
| 3Y | +95.9% | +253.6% | -157.6% | +29.2% |
| 5Y | +244.5% | +615.5% | -371.0% | +83.4% |
| All | +658.6% | +744.5% | -85.9% | +245.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling