+238.0%
ONTO vs TRMB
-37.2%
+275.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.9% |
| 7D | -1.0% | -2.5% | +1.5% | +0.8% |
| 30D | -2.9% | +1.5% | -4.4% | -4.8% |
| 3M | -2.5% | +6.8% | -9.2% | -10.3% |
| 6M | +28.2% | -14.9% | +43.2% | +41.6% |
| YTD | +69.8% | -24.1% | +93.9% | +104.1% |
| 1Y | +162.9% | -25.4% | +188.3% | +221.0% |
| 3Y | +95.9% | +8.0% | +87.9% | +74.8% |
| All | +238.0% | -37.2% | +275.2% | +365.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling