+508.7%
ONTO vs EFX
+44.4%
+464.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.8% |
| 7D | +16.4% | -2.0% | +18.3% | +17.1% |
| 30D | -21.4% | +27.9% | -49.3% | -31.0% |
| 3M | -32.7% | +3.8% | -36.6% | -36.0% |
| 6M | -25.2% | +13.0% | -38.2% | -34.6% |
| YTD | +36.2% | -12.4% | +48.6% | +34.4% |
| 1Y | +61.2% | -10.4% | +71.6% | +56.4% |
| 3Y | +58.7% | +4.4% | +54.2% | +30.1% |
| 5Y | +143.6% | -28.9% | +172.5% | +153.9% |
| All | +508.7% | +44.4% | +464.3% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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