+658.6%
ONTO vs EFX
+35.7%
+622.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.4% | +12.5% | +9.2% |
| 7D | -1.0% | -8.6% | +7.6% | +3.0% |
| 30D | -2.9% | +0.1% | -3.0% | -3.8% |
| 3M | -2.5% | +3.8% | -6.3% | -8.8% |
| 6M | +28.2% | -13.5% | +41.7% | +31.2% |
| YTD | +69.8% | -17.7% | +87.4% | +76.2% |
| 1Y | +162.9% | -25.6% | +188.5% | +187.0% |
| 3Y | +95.9% | -12.1% | +108.0% | +81.7% |
| 5Y | +244.5% | -33.8% | +278.3% | +279.3% |
| All | +658.6% | +35.7% | +622.9% | +397.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling