+341.5%
ONTO vs TRMB
+36.2%
+305.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -1.1% | -14.5% | -14.8% |
| 7D | -29.7% | -17.9% | -11.8% | -20.0% |
| 30D | -50.3% | -12.0% | -38.3% | -46.3% |
| 3M | -43.5% | -8.4% | -35.0% | -41.4% |
| 6M | -48.9% | -21.5% | -27.3% | -42.0% |
| YTD | -1.2% | -31.5% | +30.4% | +23.3% |
| 1Y | +14.9% | -33.4% | +48.3% | +46.3% |
| 3Y | +31.2% | +26.5% | +4.7% | +4.9% |
| 5Y | +68.1% | -37.9% | +106.0% | +120.5% |
| All | +341.5% | +36.2% | +305.3% | +303.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling