+18.4%
GE vs ONTO
+168.3%
-149.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.9% | -2.7% |
| 7D | -1.2% | +9.4% | -10.6% | -2.6% |
| 30D | -11.3% | -4.4% | -6.8% | -11.1% |
| 3M | -1.4% | +1.6% | -3.0% | -4.6% |
| 6M | +1.2% | +45.3% | -44.0% | -12.0% |
| YTD | +5.9% | +76.4% | -70.4% | -12.2% |
| 1Y | +18.4% | +167.2% | -148.8% | -9.0% |
| All | +18.4% | +168.3% | -149.9% | -9.0% |
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