+48.8%
GSK vs ONTO
+688.0%
-639.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.2% |
| 7D | -3.6% | +9.4% | -13.0% | -4.1% |
| 30D | -5.9% | -4.4% | -1.5% | -5.9% |
| 3M | -4.3% | +1.6% | -5.8% | -5.4% |
| 6M | -10.8% | +45.3% | -56.1% | -14.7% |
| YTD | +1.8% | +76.4% | -74.6% | -4.4% |
| 1Y | +23.5% | +167.2% | -143.7% | +11.6% |
| 3Y | +49.5% | +116.6% | -67.0% | +30.9% |
| 5Y | +49.7% | +263.7% | -214.1% | +16.5% |
| All | +48.8% | +688.0% | -639.2% | -13.5% |
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 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