+669.5%
GE vs ONTO
+658.6%
+10.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | -0.5% |
| 7D | -1.6% | -1.0% | -0.6% | -1.4% |
| 30D | -11.6% | -2.9% | -8.7% | -11.8% |
| 3M | +3.0% | -2.5% | +5.5% | -0.2% |
| 6M | -0.5% | +28.2% | -28.7% | -11.9% |
| YTD | +9.7% | +69.8% | -60.0% | -10.7% |
| 1Y | +20.0% | +162.9% | -142.8% | -14.7% |
| 3Y | +275.8% | +95.9% | +179.9% | +159.0% |
| 5Y | +429.1% | +244.5% | +184.6% | +176.0% |
| All | +669.5% | +658.6% | +10.9% | +146.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling