+3.4%
GEHC vs ONTO
+118.2%
-114.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.9% | -7.9% | -3.5% |
| 7D | -5.2% | +9.7% | -14.8% | -6.2% |
| 30D | -7.0% | -8.8% | +1.9% | -6.4% |
| 3M | +3.3% | +4.5% | -1.2% | +0.1% |
| 6M | -10.0% | +56.4% | -66.4% | -19.2% |
| YTD | -18.5% | +78.1% | -96.5% | -29.1% |
| 1Y | -14.4% | +171.3% | -185.7% | -31.6% |
| 3Y | +3.4% | +118.7% | -115.2% | -21.5% |
| All | +3.4% | +118.2% | -114.8% | -21.5% |
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