+115.8%
ONTO vs GEN
+27.3%
+88.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +11.9% | +12.0% |
| 7D | +1.4% | -0.3% | +1.7% | +1.3% |
| 30D | -34.1% | +28.2% | -62.3% | -38.9% |
| 3M | -37.1% | +2.6% | -39.7% | -38.5% |
| 6M | -31.8% | +32.7% | -64.5% | -40.6% |
| YTD | +22.9% | +11.3% | +11.7% | +14.7% |
| 1Y | +39.5% | +17.9% | +21.6% | +26.2% |
| 3Y | +57.7% | +66.3% | -8.7% | +23.4% |
| 5Y | +115.8% | +31.7% | +84.1% | +70.3% |
| All | +115.8% | +27.3% | +88.5% | +70.3% |
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 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