+45.2%
ONTO vs TRI
-5.2%
+50.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.7% | +15.8% | +9.7% |
| 7D | -14.0% | -4.8% | -9.2% | -14.6% |
| 30D | -43.1% | +13.4% | -56.5% | -41.0% |
| 3M | -35.5% | +13.1% | -48.6% | -32.8% |
| 6M | -41.1% | +24.4% | -65.5% | -36.7% |
| YTD | +9.8% | -11.4% | +21.2% | +29.1% |
| 1Y | +31.5% | -15.6% | +47.1% | +57.4% |
| 3Y | +45.2% | -6.5% | +51.6% | +76.6% |
| All | +45.2% | -5.2% | +50.4% | +76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling