+627.7%
GEV vs ONTO
+53.3%
+574.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +3.2% | +9.4% | -6.2% | -0.6% |
| 30D | -4.0% | -4.4% | +0.4% | -2.7% |
| 3M | +3.4% | +1.6% | +1.8% | -0.2% |
| 6M | +14.7% | +45.3% | -30.6% | -5.4% |
| YTD | +45.8% | +76.4% | -30.6% | +10.4% |
| 1Y | +57.4% | +167.2% | -109.8% | +0.4% |
| All | +627.7% | +53.3% | +574.4% | +475.4% |
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 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