+232.7%
GLW vs ONTO
+124.4%
+108.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -3.2% |
| 7D | +7.7% | +17.5% | -9.8% | +1.3% |
| 30D | -18.8% | -15.7% | -3.2% | -13.8% |
| 3M | -27.7% | -39.7% | +12.0% | -13.1% |
| 6M | -44.4% | -26.5% | -18.0% | -36.7% |
| YTD | +31.3% | +29.0% | +2.3% | +28.9% |
| 1Y | +40.0% | +57.0% | -16.9% | +31.0% |
| 3Y | +339.2% | +50.0% | +289.2% | +284.0% |
| All | +232.7% | +124.4% | +108.4% | +133.5% |
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