+390.5%
ONTO vs TRU
+1.4%
+389.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.1% | +13.2% | +12.1% |
| 7D | -14.0% | +5.7% | -19.8% | -16.9% |
| 30D | -43.1% | +29.2% | -72.3% | -51.4% |
| 3M | -35.5% | +2.7% | -38.2% | -38.7% |
| 6M | -41.1% | +15.2% | -56.3% | -50.0% |
| YTD | +9.8% | -4.9% | +14.6% | +2.0% |
| 1Y | +31.5% | +3.4% | +28.1% | +15.2% |
| 3Y | +45.2% | +63.2% | -18.0% | -11.1% |
| 5Y | +86.7% | -26.6% | +113.3% | +97.9% |
| All | +390.5% | +1.4% | +389.1% | +282.8% |
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