+171.3%
ONTO vs TRI
-41.0%
+212.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.5% | +11.4% | +2.1% |
| 7D | +9.7% | -7.1% | +16.7% | +6.6% |
| 30D | -8.8% | -2.3% | -6.5% | -8.9% |
| 3M | +4.5% | +19.6% | -15.1% | +16.2% |
| 6M | +56.4% | -8.7% | +65.1% | +72.1% |
| YTD | +78.1% | -22.3% | +100.3% | +80.1% |
| 1Y | +171.3% | -40.7% | +211.9% | +142.9% |
| All | +171.3% | -41.0% | +212.3% | +142.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling