+672.5%
GE vs ONTO
+459.0%
+213.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | +5.4% | -2.4% | +7.8% | +5.4% |
| 30D | +9.6% | -32.9% | +42.6% | +19.6% |
| 3M | -7.7% | -32.2% | +24.5% | -0.7% |
| 6M | +14.0% | -30.6% | +44.6% | +17.9% |
| YTD | +10.2% | +25.1% | -15.0% | -5.0% |
| 1Y | +8.9% | +40.0% | -31.1% | -9.3% |
| 3Y | +273.7% | +45.7% | +227.9% | +173.6% |
| 5Y | +410.2% | +128.8% | +281.4% | +195.3% |
| All | +672.5% | +459.0% | +213.5% | +161.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling