+99.7%
ONTO vs GEN
+58.9%
+40.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.3% | +6.8% |
| 7D | -1.0% | -1.2% | +0.2% | -0.7% |
| 30D | -2.9% | +10.1% | -13.0% | -6.0% |
| 3M | -2.5% | +16.1% | -18.5% | -7.9% |
| 6M | +28.2% | +38.9% | -10.6% | +10.5% |
| YTD | +69.8% | +14.4% | +55.3% | +61.5% |
| 1Y | +162.9% | +5.9% | +157.0% | +160.7% |
| All | +99.7% | +58.9% | +40.8% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling