+238.0%
ONTO vs TRU
-33.8%
+271.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.9% | +12.1% | +8.7% |
| 7D | -1.0% | -6.8% | +5.7% | +1.7% |
| 30D | -2.9% | 0.0% | -2.9% | -3.5% |
| 3M | -2.5% | +13.3% | -15.8% | -11.5% |
| 6M | +28.2% | +3.4% | +24.8% | +20.4% |
| YTD | +69.8% | -6.4% | +76.2% | +65.8% |
| 1Y | +162.9% | -9.7% | +172.6% | +158.1% |
| 3Y | +95.9% | +0.1% | +95.8% | +78.2% |
| All | +238.0% | -33.8% | +271.8% | +298.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling