+390.5%
ONTO vs GEN
+162.1%
+228.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.6% | +13.7% | +11.8% |
| 7D | -14.0% | +2.3% | -16.3% | -14.8% |
| 30D | -43.1% | +33.1% | -76.1% | -48.1% |
| 3M | -35.5% | +6.5% | -42.0% | -37.9% |
| 6M | -41.1% | +53.8% | -94.9% | -51.7% |
| YTD | +9.8% | +11.2% | -1.5% | +1.7% |
| 1Y | +31.5% | +19.4% | +12.1% | +17.9% |
| 3Y | +45.2% | +81.0% | -35.9% | +11.0% |
| 5Y | +86.7% | +33.4% | +53.3% | +54.4% |
| All | +390.5% | +162.1% | +228.4% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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