-9.8%
GIS vs ONTO
+476.3%
-486.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.3% | +2.2% |
| 7D | -3.4% | +17.5% | -20.9% | -2.5% |
| 30D | +6.9% | -15.7% | +22.5% | +6.5% |
| 3M | -10.1% | -39.7% | +29.6% | -11.4% |
| 6M | +5.9% | -26.5% | +32.3% | +5.5% |
| YTD | -21.1% | +29.0% | -50.1% | -20.2% |
| 1Y | -22.5% | +57.0% | -79.4% | -21.3% |
| 3Y | -39.0% | +50.0% | -89.0% | -38.6% |
| 5Y | -33.3% | +127.3% | -160.6% | -34.1% |
| All | -9.8% | +476.3% | -486.1% | -20.7% |
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