+695.7%
ONTO vs TRU
-3.0%
+698.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.7% | +6.4% |
| 7D | +9.7% | -7.2% | +16.8% | +13.5% |
| 30D | -8.8% | -2.8% | -6.0% | -8.3% |
| 3M | +4.5% | +13.0% | -8.5% | -7.1% |
| 6M | +56.4% | +0.7% | +55.7% | +46.4% |
| YTD | +78.1% | -9.0% | +87.1% | +74.2% |
| 1Y | +171.3% | -16.3% | +187.6% | +175.8% |
| 3Y | +118.7% | -1.1% | +119.7% | +88.2% |
| 5Y | +269.4% | -36.0% | +305.4% | +343.9% |
| All | +695.7% | -3.0% | +698.7% | +553.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling