+390.5%
ONTO vs TRMB
+37.4%
+353.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.9% | +10.2% | +10.5% |
| 7D | -14.0% | -16.7% | +2.6% | -3.1% |
| 30D | -43.1% | -9.9% | -33.2% | -39.5% |
| 3M | -35.5% | -7.6% | -27.9% | -33.5% |
| 6M | -41.1% | -14.7% | -26.4% | -37.1% |
| YTD | +9.8% | -30.9% | +40.7% | +36.2% |
| 1Y | +31.5% | -31.3% | +62.9% | +63.7% |
| 3Y | +45.2% | +29.4% | +15.7% | +14.2% |
| 5Y | +86.7% | -37.4% | +124.1% | +143.6% |
| All | +390.5% | +37.4% | +353.1% | +345.3% |
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