+37.3%
GEHC vs ONTO
+181.5%
-144.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.7% |
| 7D | -2.3% | +34.4% | -36.7% | -5.2% |
| 30D | +19.0% | -20.4% | +39.5% | +21.2% |
| 3M | +13.3% | -37.8% | +51.1% | +18.0% |
| 6M | +31.5% | -24.6% | +56.1% | +30.7% |
| YTD | 0.0% | +32.8% | -32.8% | -11.1% |
| 1Y | +9.4% | +54.7% | -45.3% | -5.6% |
| 3Y | +18.3% | +54.7% | -36.3% | -5.3% |
| All | +37.3% | +181.5% | -144.2% | -6.7% |
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