+493.5%
ONTO vs GEN
+161.2%
+332.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.7% |
| 7D | +34.4% | -3.0% | +37.4% | +35.5% |
| 30D | -20.4% | +24.7% | -45.1% | -26.0% |
| 3M | -37.8% | +4.1% | -42.0% | -39.7% |
| 6M | -24.6% | +36.0% | -60.6% | -34.9% |
| YTD | +32.8% | +10.9% | +22.0% | +23.2% |
| 1Y | +54.7% | +12.2% | +42.6% | +42.6% |
| 3Y | +54.7% | +63.3% | -8.6% | +22.8% |
| 5Y | +134.0% | +29.0% | +105.0% | +96.0% |
| All | +493.5% | +161.2% | +332.3% | +249.3% |
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