+130.7%
ONTO vs EFX
-30.1%
+160.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.1% |
| 7D | +17.5% | -0.8% | +18.3% | +17.8% |
| 30D | -15.7% | +25.1% | -40.8% | -23.5% |
| 3M | -39.7% | +1.7% | -41.4% | -41.4% |
| 6M | -26.5% | +18.4% | -44.8% | -36.1% |
| YTD | +29.0% | -12.5% | +41.5% | +29.7% |
| 1Y | +57.0% | -8.1% | +65.0% | +52.6% |
| 3Y | +50.0% | +4.8% | +45.2% | +21.4% |
| All | +130.7% | -30.1% | +160.8% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling