+130.7%
ONTO vs GEN
+33.3%
+97.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.4% | -5.3% | -3.5% |
| 7D | +17.5% | +2.0% | +15.5% | +17.0% |
| 30D | -15.7% | +27.7% | -43.4% | -21.6% |
| 3M | -39.7% | +3.3% | -43.0% | -41.0% |
| 6M | -26.5% | +31.8% | -58.3% | -35.5% |
| YTD | +29.0% | +13.5% | +15.5% | +19.8% |
| 1Y | +57.0% | +16.0% | +40.9% | +44.0% |
| 3Y | +50.0% | +70.6% | -20.6% | +16.7% |
| All | +130.7% | +33.3% | +97.4% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling