+459.0%
ONTO vs TRMB
+39.0%
+420.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | -2.4% | -16.6% | +14.1% | +10.0% |
| 30D | -32.9% | -8.9% | -24.1% | -29.2% |
| 3M | -32.2% | -6.3% | -25.9% | -30.9% |
| 6M | -30.6% | -10.0% | -20.7% | -28.9% |
| YTD | +25.1% | -30.1% | +55.2% | +54.1% |
| 1Y | +40.0% | -31.3% | +71.3% | +74.5% |
| 3Y | +45.7% | +30.8% | +14.9% | +13.9% |
| 5Y | +128.8% | -35.9% | +164.7% | +194.4% |
| All | +459.0% | +39.0% | +420.0% | +403.7% |
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