+341.5%
ONTO vs GEN
+169.2%
+172.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.9% | -14.7% | -15.3% |
| 7D | -29.7% | +8.5% | -38.2% | -31.4% |
| 30D | -50.3% | +34.2% | -84.5% | -54.7% |
| 3M | -43.5% | +10.0% | -53.4% | -46.0% |
| 6M | -48.9% | +56.8% | -105.6% | -58.2% |
| YTD | -1.2% | +14.2% | -15.4% | -9.0% |
| 1Y | +14.9% | +20.8% | -5.9% | +3.0% |
| 3Y | +31.2% | +84.1% | -52.9% | 0.0% |
| 5Y | +68.1% | +37.1% | +31.0% | +38.1% |
| All | +341.5% | +169.2% | +172.3% | +157.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling