+148.1%
TRV vs ONTO
+51.5%
+96.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | -0.1% |
| 7D | +2.0% | +17.5% | -15.5% | +2.4% |
| 30D | +6.7% | -15.7% | +22.4% | +6.5% |
| 3M | +9.4% | -39.7% | +49.1% | +8.7% |
| 6M | +37.7% | -26.5% | +64.2% | +37.1% |
| YTD | +40.6% | +29.0% | +11.6% | +38.7% |
| 1Y | +42.4% | +57.0% | -14.5% | +39.9% |
| 3Y | +148.1% | +50.0% | +98.1% | +136.8% |
| All | +148.1% | +51.5% | +96.6% | +136.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling