+34.0%
GEHC vs ONTO
-24.2%
+58.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.9% | -10.1% | -0.4% |
| 7D | -3.7% | +16.4% | -20.1% | -2.1% |
| 30D | +22.0% | -21.4% | +43.4% | +19.1% |
| 3M | +13.6% | -32.7% | +46.4% | +9.3% |
| 6M | +34.0% | -25.2% | +59.2% | +30.2% |
| All | +34.0% | -24.2% | +58.3% | +30.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling