+118.7%
ONTO vs GFI
+317.3%
-198.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.0% |
| 7D | +9.7% | +5.7% | +4.0% | +8.4% |
| 30D | -8.8% | +15.6% | -24.4% | -11.5% |
| 3M | +4.5% | +31.5% | -27.0% | -1.5% |
| 6M | +56.4% | -3.7% | +60.1% | +54.6% |
| YTD | +78.1% | +11.2% | +66.8% | +73.0% |
| 1Y | +171.3% | +36.4% | +134.9% | +157.8% |
| 3Y | +118.7% | +313.5% | -194.9% | +84.6% |
| All | +118.7% | +317.3% | -198.6% | +84.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling