+695.7%
ONTO vs TRI
+70.8%
+624.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.5% | +11.4% | +6.4% |
| 7D | +9.7% | -7.1% | +16.7% | +11.1% |
| 30D | -8.8% | -2.3% | -6.5% | -9.2% |
| 3M | +4.5% | +19.6% | -15.1% | -5.4% |
| 6M | +56.4% | -8.7% | +65.1% | +57.5% |
| YTD | +78.1% | -22.3% | +100.3% | +95.0% |
| 1Y | +171.3% | -40.7% | +211.9% | +254.5% |
| 3Y | +118.7% | -17.8% | +136.4% | +110.1% |
| 5Y | +269.4% | -8.5% | +277.9% | +218.0% |
| All | +695.7% | +70.8% | +624.9% | +387.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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