+162.9%
ONTO vs GFI
+45.3%
+117.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.7% | +6.7% |
| 7D | -1.0% | +3.1% | -4.2% | -2.2% |
| 30D | -2.9% | +27.1% | -30.0% | -10.7% |
| 3M | -2.5% | +21.2% | -23.6% | -9.9% |
| 6M | +28.2% | -4.5% | +32.7% | +26.1% |
| YTD | +69.8% | +11.7% | +58.0% | +59.9% |
| 1Y | +162.9% | +46.0% | +116.8% | +138.0% |
| All | +162.9% | +45.3% | +117.6% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling