+390.5%
ONTO vs EFX
+45.4%
+345.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.2% | +13.3% | +12.0% |
| 7D | -14.0% | +2.7% | -16.7% | -15.4% |
| 30D | -43.1% | +33.1% | -76.2% | -51.0% |
| 3M | -35.5% | +8.2% | -43.7% | -39.7% |
| 6M | -41.1% | +10.2% | -51.2% | -47.8% |
| YTD | +9.8% | -11.8% | +21.6% | +8.1% |
| 1Y | +31.5% | -6.1% | +37.6% | +24.0% |
| 3Y | +45.2% | +7.5% | +37.7% | +16.9% |
| 5Y | +86.7% | -30.7% | +117.4% | +98.0% |
| All | +390.5% | +45.4% | +345.1% | +205.1% |
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