+40.1%
GILD vs ONTO
+21.0%
+19.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -15.6% | +11.6% | -4.8% |
| 7D | +1.2% | -29.7% | +30.9% | -0.7% |
| 30D | +16.2% | -50.3% | +66.5% | +12.3% |
| 3M | +27.9% | -43.5% | +71.4% | +24.3% |
| 6M | +27.1% | -48.9% | +75.9% | +22.7% |
| YTD | +39.0% | -1.2% | +40.2% | +38.1% |
| 1Y | +40.1% | +14.9% | +25.2% | +44.0% |
| All | +40.1% | +21.0% | +19.1% | +44.0% |
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