+49.9%
TRV vs ONTO
+46.1%
+3.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.7% | +12.2% | +2.7% |
| 7D | +3.9% | -17.4% | +21.2% | +2.3% |
| 30D | +13.5% | -43.2% | +56.7% | +8.6% |
| 3M | +8.9% | -35.7% | +44.6% | +5.7% |
| 6M | +36.8% | -38.3% | +75.1% | +33.3% |
| YTD | +42.7% | +17.1% | +25.6% | +46.4% |
| 1Y | +49.9% | +43.1% | +6.7% | +55.8% |
| All | +49.9% | +46.1% | +3.7% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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