+642.8%
GE vs ONTO
+688.0%
-45.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.9% | -2.6% |
| 7D | -1.2% | +9.4% | -10.6% | -3.5% |
| 30D | -11.3% | -4.4% | -6.8% | -10.8% |
| 3M | -1.4% | +1.6% | -3.0% | -5.3% |
| 6M | +1.2% | +45.3% | -44.0% | -13.3% |
| YTD | +5.9% | +76.4% | -70.4% | -14.7% |
| 1Y | +18.4% | +167.2% | -148.8% | -16.2% |
| 3Y | +271.0% | +116.6% | +154.4% | +147.8% |
| 5Y | +417.9% | +263.7% | +154.2% | +165.9% |
| All | +642.8% | +688.0% | -45.2% | +135.2% |
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