+23.0%
GH vs ONTO
+271.5%
-248.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -1.9% |
| 7D | -2.1% | +9.7% | -11.7% | -5.3% |
| 30D | -4.5% | -8.8% | +4.4% | -2.3% |
| 3M | +28.9% | +4.5% | +24.4% | +20.6% |
| 6M | +76.5% | +56.4% | +20.1% | +38.7% |
| YTD | +57.6% | +78.1% | -20.5% | +16.5% |
| 1Y | +167.5% | +171.3% | -3.7% | +63.4% |
| 3Y | +377.4% | +118.7% | +258.7% | +150.6% |
| All | +23.0% | +271.5% | -248.5% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling