+38.6%
GEHC vs ONTO
+188.7%
-150.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.9% | -10.1% | -2.1% |
| 7D | -3.7% | +16.4% | -20.1% | -5.4% |
| 30D | +22.0% | -21.4% | +43.4% | +24.4% |
| 3M | +13.6% | -32.7% | +46.4% | +17.3% |
| 6M | +34.0% | -25.2% | +59.2% | +33.6% |
| YTD | +0.9% | +36.2% | -35.3% | -10.5% |
| 1Y | +12.7% | +61.2% | -48.4% | -3.1% |
| 3Y | +19.4% | +58.7% | -39.2% | -4.7% |
| All | +38.6% | +188.7% | -150.1% | -6.1% |
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 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