-43.8%
GPN vs ONTO
+261.1%
-304.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -1.0% |
| 7D | -4.6% | +4.9% | -9.5% | -5.3% |
| 30D | -0.3% | -16.6% | +16.4% | +2.1% |
| 3M | +35.4% | -7.3% | +42.8% | +33.7% |
| 6M | +21.7% | +45.9% | -24.3% | +9.3% |
| YTD | +14.9% | +78.2% | -63.3% | -1.7% |
| 1Y | +3.2% | +159.8% | -156.6% | -19.0% |
| 3Y | -27.1% | +123.4% | -150.6% | -47.9% |
| All | -43.8% | +261.1% | -304.9% | -67.9% |
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