+266.1%
GE vs ONTO
+51.5%
+214.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.8% |
| 7D | +2.7% | +17.5% | -14.9% | -0.3% |
| 30D | +8.1% | -15.7% | +23.7% | +10.4% |
| 3M | -7.9% | -39.7% | +31.9% | -0.9% |
| 6M | +12.9% | -26.5% | +39.4% | +14.3% |
| YTD | +8.2% | +29.0% | -20.8% | -3.5% |
| 1Y | +9.7% | +57.0% | -47.3% | -6.1% |
| 3Y | +266.1% | +50.0% | +216.1% | +203.6% |
| All | +266.1% | +51.5% | +214.6% | +203.6% |
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