+658.6%
ONTO vs TRI
+82.7%
+575.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.4% | +11.6% | +7.5% |
| 7D | -1.0% | -0.5% | -0.5% | -1.1% |
| 30D | -2.9% | +7.9% | -10.8% | -5.4% |
| 3M | -2.5% | +24.1% | -26.5% | -11.9% |
| 6M | +28.2% | +3.8% | +24.4% | +22.4% |
| YTD | +69.8% | -16.9% | +86.6% | +83.3% |
| 1Y | +162.9% | -38.4% | +201.3% | +246.4% |
| 3Y | +95.9% | -12.2% | +108.2% | +85.9% |
| 5Y | +244.5% | -1.8% | +246.3% | +191.4% |
| All | +658.6% | +82.7% | +575.9% | +358.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling