+153.6%
ONTO vs GFI
+29.0%
+124.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.4% |
| 7D | +6.5% | -5.1% | +11.7% | +8.4% |
| 30D | -15.9% | +13.4% | -29.3% | -19.7% |
| 3M | -0.2% | +36.2% | -36.4% | -11.2% |
| 6M | +38.7% | -9.8% | +48.6% | +38.9% |
| YTD | +70.4% | +7.7% | +62.7% | +62.3% |
| 1Y | +153.6% | +27.2% | +126.4% | +128.6% |
| All | +153.6% | +29.0% | +124.6% | +128.6% |
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