+508.7%
ONTO vs TRI
+88.1%
+420.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.4% | +8.5% | +8.8% |
| 7D | +16.4% | -7.2% | +23.5% | +17.3% |
| 30D | -21.4% | +4.4% | -25.8% | -23.1% |
| 3M | -32.7% | +4.5% | -37.2% | -34.9% |
| 6M | -25.2% | +23.7% | -48.9% | -34.2% |
| YTD | +36.2% | -14.4% | +50.6% | +43.7% |
| 1Y | +61.2% | -17.4% | +78.5% | +73.7% |
| 3Y | +58.7% | -11.0% | +69.7% | +49.3% |
| 5Y | +143.6% | +0.7% | +143.0% | +102.7% |
| All | +508.7% | +88.1% | +420.6% | +259.2% |
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