+31.5%
ONTO vs TRU
+2.1%
+29.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.1% | +13.2% | +10.3% |
| 7D | -14.0% | +5.7% | -19.8% | -12.0% |
| 30D | -43.1% | +29.2% | -72.3% | -38.0% |
| 3M | -35.5% | +2.7% | -38.2% | -33.8% |
| 6M | -41.1% | +15.2% | -56.3% | -38.4% |
| YTD | +9.8% | -4.9% | +14.6% | +15.8% |
| 1Y | +31.5% | +3.4% | +28.1% | +36.9% |
| All | +31.5% | +2.1% | +29.4% | +36.9% |
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 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