+658.6%
ONTO vs TRU
-0.3%
+658.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.9% | +12.1% | +9.3% |
| 7D | -1.0% | -6.8% | +5.7% | +2.4% |
| 30D | -2.9% | 0.0% | -2.9% | -3.6% |
| 3M | -2.5% | +13.3% | -15.8% | -13.3% |
| 6M | +28.2% | +3.4% | +24.8% | +18.5% |
| YTD | +69.8% | -6.4% | +76.2% | +63.8% |
| 1Y | +162.9% | -9.7% | +172.6% | +154.9% |
| 3Y | +95.9% | +0.1% | +95.8% | +68.4% |
| 5Y | +244.5% | -34.0% | +278.5% | +307.2% |
| All | +658.6% | -0.3% | +658.9% | +514.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling