+49.3%
GSK vs ONTO
+118.2%
-69.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.6% | -2.7% |
| 7D | -4.2% | +9.7% | -13.8% | -4.2% |
| 30D | -7.5% | -8.8% | +1.3% | -7.5% |
| 3M | -3.3% | +4.5% | -7.8% | -3.7% |
| 6M | -9.3% | +56.4% | -65.7% | -10.5% |
| YTD | +1.6% | +78.1% | -76.5% | -0.1% |
| 1Y | +25.5% | +171.3% | -145.8% | +22.4% |
| 3Y | +49.3% | +118.7% | -69.4% | +46.1% |
| All | +49.3% | +118.2% | -69.0% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling