+50.0%
ONTO vs TRMB
+34.0%
+16.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.7% |
| 7D | +17.5% | +2.8% | +14.7% | +15.6% |
| 30D | -15.7% | -5.9% | -9.8% | -13.3% |
| 3M | -39.7% | -3.3% | -36.4% | -39.8% |
| 6M | -26.5% | +1.3% | -27.8% | -30.8% |
| YTD | +29.0% | -29.0% | +58.0% | +63.5% |
| 1Y | +57.0% | -27.8% | +84.7% | +95.4% |
| 3Y | +50.0% | +36.3% | +13.7% | +20.0% |
| All | +50.0% | +34.0% | +16.0% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling