+121.2%
GH vs ONTO
+696.1%
-574.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -2.6% |
| 7D | -2.5% | +4.9% | -7.4% | -4.2% |
| 30D | -4.7% | -16.6% | +11.9% | +0.9% |
| 3M | +20.2% | -7.3% | +27.6% | +18.2% |
| 6M | +78.8% | +45.9% | +32.9% | +45.1% |
| YTD | +54.1% | +78.2% | -24.1% | +14.7% |
| 1Y | +177.1% | +159.8% | +17.3% | +74.8% |
| 3Y | +371.6% | +123.4% | +248.2% | +164.6% |
| 5Y | +21.9% | +265.8% | -243.9% | -47.3% |
| All | +121.2% | +696.1% | -574.9% | -28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling