+449.2%
ONTO vs TRI
+87.2%
+362.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.8% | +15.8% | +12.4% |
| 7D | +1.4% | -11.4% | +12.8% | +2.7% |
| 30D | -34.1% | +4.9% | -39.1% | -35.6% |
| 3M | -37.1% | +7.0% | -44.1% | -39.6% |
| 6M | -31.8% | +18.2% | -50.0% | -38.9% |
| YTD | +22.9% | -14.8% | +37.7% | +29.7% |
| 1Y | +39.5% | -18.0% | +57.5% | +50.6% |
| 3Y | +57.7% | -12.0% | +69.6% | +49.1% |
| 5Y | +115.8% | -0.8% | +116.6% | +81.0% |
| All | +449.2% | +87.2% | +362.0% | +224.3% |
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