+149.4%
GM vs ONTO
+696.1%
-546.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -1.8% |
| 7D | -2.4% | +4.9% | -7.4% | -3.9% |
| 30D | -1.1% | -16.6% | +15.5% | +3.2% |
| 3M | +6.1% | -7.3% | +13.5% | +4.1% |
| 6M | +15.0% | +45.9% | -31.0% | -3.5% |
| YTD | +6.0% | +78.2% | -72.2% | -17.5% |
| 1Y | +47.1% | +159.8% | -112.7% | -0.4% |
| 3Y | +170.5% | +123.4% | +47.1% | +59.2% |
| 5Y | +80.5% | +265.8% | -185.3% | -23.2% |
| All | +149.4% | +696.1% | -546.7% | -40.6% |
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