+57.7%
GEV vs ONTO
+162.8%
-105.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.1% | -2.6% |
| 7D | +3.3% | -1.0% | +4.3% | +3.6% |
| 30D | -7.5% | -2.9% | -4.6% | -7.5% |
| 3M | -2.2% | -2.5% | +0.3% | -4.6% |
| 6M | +12.1% | +28.2% | -16.1% | -4.9% |
| YTD | +44.4% | +69.8% | -25.4% | +6.8% |
| 1Y | +57.7% | +162.9% | -105.2% | +9.1% |
| All | +57.7% | +162.8% | -105.1% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling