+449.2%
ONTO vs TRMB
+38.9%
+410.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.2% |
| 7D | +1.4% | -17.0% | +18.3% | +14.7% |
| 30D | -34.1% | -9.0% | -25.1% | -30.4% |
| 3M | -37.1% | -8.1% | -28.9% | -34.9% |
| 6M | -31.8% | -10.1% | -21.8% | -30.1% |
| YTD | +22.9% | -30.2% | +53.1% | +51.5% |
| 1Y | +39.5% | -30.7% | +70.2% | +72.7% |
| 3Y | +57.7% | +32.6% | +25.0% | +22.1% |
| 5Y | +115.8% | -38.1% | +154.0% | +184.3% |
| All | +449.2% | +38.9% | +410.4% | +395.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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