+40.0%
ONTO vs EFX
-8.7%
+48.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | -2.4% | +0.3% | -2.7% | -2.0% |
| 30D | -32.9% | +29.1% | -62.1% | -23.8% |
| 3M | -32.2% | +4.3% | -36.5% | -28.7% |
| 6M | -30.6% | +7.7% | -38.3% | -24.1% |
| YTD | +25.1% | -12.5% | +37.6% | +39.4% |
| 1Y | +40.0% | -8.8% | +48.8% | +56.7% |
| All | +40.0% | -8.7% | +48.7% | +56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling