+162.9%
ONTO vs TRU
-7.3%
+170.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.9% | +12.1% | +5.0% |
| 7D | -1.0% | -6.8% | +5.7% | -2.3% |
| 30D | -2.9% | 0.0% | -2.9% | -2.8% |
| 3M | -2.5% | +13.3% | -15.8% | -1.2% |
| 6M | +28.2% | +3.4% | +24.8% | +31.1% |
| YTD | +69.8% | -6.4% | +76.2% | +74.4% |
| 1Y | +162.9% | -9.7% | +172.6% | +164.8% |
| All | +162.9% | -7.3% | +170.2% | +164.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling