-41.7%
GPN vs ONTO
+695.7%
-737.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.9% | -8.3% | -4.4% |
| 7D | -0.7% | +9.7% | -10.4% | -2.8% |
| 30D | +3.8% | -8.8% | +12.7% | +5.2% |
| 3M | +39.2% | +4.5% | +34.7% | +32.3% |
| 6M | +17.9% | +56.4% | -38.5% | -0.7% |
| YTD | +16.4% | +78.1% | -61.7% | -6.6% |
| 1Y | +3.6% | +171.3% | -167.6% | -27.0% |
| 3Y | -26.7% | +118.7% | -145.3% | -52.9% |
| 5Y | -44.8% | +269.4% | -314.2% | -73.6% |
| All | -41.7% | +695.7% | -737.4% | -84.5% |
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 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