+50.0%
ONTO vs TRU
+58.0%
-8.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +17.5% | 0.0% | +17.5% | +17.6% |
| 30D | -15.7% | +21.3% | -37.0% | -21.1% |
| 3M | -39.7% | +0.2% | -40.0% | -40.6% |
| 6M | -26.5% | +22.4% | -48.9% | -35.5% |
| YTD | +29.0% | -4.8% | +33.8% | +26.1% |
| 1Y | +57.0% | -0.2% | +57.1% | +48.6% |
| 3Y | +50.0% | +57.9% | -7.9% | +28.2% |
| All | +50.0% | +58.0% | -8.0% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling