+683.6%
GE vs ONTO
+508.7%
+174.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.9% | -7.5% | -0.8% |
| 7D | +4.0% | +16.4% | -12.3% | -0.3% |
| 30D | +11.1% | -21.4% | +32.5% | +16.5% |
| 3M | -6.7% | -32.7% | +26.0% | +0.7% |
| 6M | +14.3% | -25.2% | +39.5% | +15.9% |
| YTD | +11.7% | +36.2% | -24.5% | -5.7% |
| 1Y | +10.9% | +61.2% | -50.3% | -11.0% |
| 3Y | +279.0% | +58.7% | +220.3% | +171.5% |
| 5Y | +427.0% | +143.6% | +283.4% | +201.0% |
| All | +683.6% | +508.7% | +174.8% | +159.9% |
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