+281.8%
GE vs ONTO
+118.2%
+163.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.5% | -1.5% |
| 7D | +1.2% | +9.7% | -8.5% | -0.5% |
| 30D | -9.5% | -8.8% | -0.7% | -8.5% |
| 3M | +4.1% | +4.5% | -0.4% | +0.7% |
| 6M | +3.9% | +56.4% | -52.5% | -8.5% |
| YTD | +9.0% | +78.1% | -69.1% | -6.9% |
| 1Y | +21.9% | +171.3% | -149.3% | -5.0% |
| 3Y | +281.8% | +118.7% | +163.1% | +193.2% |
| All | +281.8% | +118.2% | +163.6% | +193.2% |
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 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