+58.4%
ONTO vs EFX
+5.0%
+53.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.9% |
| 7D | +16.4% | -2.0% | +18.3% | +16.4% |
| 30D | -21.4% | +27.9% | -49.3% | -23.7% |
| 3M | -32.7% | +3.8% | -36.6% | -33.0% |
| 6M | -25.2% | +13.0% | -38.2% | -28.3% |
| YTD | +36.2% | -12.4% | +48.6% | +42.7% |
| 1Y | +61.2% | -10.4% | +71.6% | +66.6% |
| All | +58.4% | +5.0% | +53.4% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling