+190.5%
GILD vs ONTO
+696.1%
-505.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.3% | -0.9% |
| 7D | -4.8% | +4.9% | -9.8% | -5.0% |
| 30D | +5.8% | -16.6% | +22.4% | +6.4% |
| 3M | +14.9% | -7.3% | +22.3% | +14.5% |
| 6M | -0.4% | +45.9% | -46.3% | -3.2% |
| YTD | +18.5% | +78.2% | -59.6% | +13.9% |
| 1Y | +25.1% | +159.8% | -134.7% | +17.6% |
| 3Y | +105.9% | +123.4% | -17.5% | +86.9% |
| 5Y | +143.0% | +265.8% | -122.8% | +105.5% |
| All | +190.5% | +696.1% | -505.6% | +110.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling