+43.9%
GEV vs ONTO
+156.1%
-112.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.6% | -1.4% |
| 7D | -1.9% | +6.5% | -8.4% | -4.6% |
| 30D | -8.7% | -15.9% | +7.2% | -2.0% |
| 3M | +6.6% | -0.2% | +6.8% | +3.0% |
| 6M | +10.2% | +38.7% | -28.5% | -9.6% |
| YTD | +41.6% | +70.4% | -28.7% | +4.4% |
| 1Y | +43.9% | +153.6% | -109.7% | -1.4% |
| All | +43.9% | +156.1% | -112.2% | -1.4% |
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