+37.5%
ONTO vs TRU
+3.5%
+34.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +12.9% |
| 7D | +1.4% | +4.9% | -3.5% | +3.4% |
| 30D | -34.1% | +26.9% | -61.0% | -28.4% |
| 3M | -37.1% | +4.0% | -41.1% | -35.0% |
| 6M | -31.8% | +15.8% | -47.6% | -27.9% |
| YTD | +22.9% | -2.6% | +25.5% | +30.1% |
| All | +37.5% | +3.5% | +34.0% | +45.5% |
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