+238.0%
ONTO vs GEN
+24.6%
+213.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.3% | +6.9% |
| 7D | -1.0% | -1.2% | +0.2% | -0.7% |
| 30D | -2.9% | +10.1% | -13.0% | -6.2% |
| 3M | -2.5% | +16.1% | -18.5% | -8.4% |
| 6M | +28.2% | +38.9% | -10.6% | +10.4% |
| YTD | +69.8% | +14.4% | +55.3% | +58.7% |
| 1Y | +162.9% | +5.9% | +157.0% | +154.0% |
| 3Y | +95.9% | +58.8% | +37.2% | +58.3% |
| All | +238.0% | +24.6% | +213.4% | +180.5% |
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