+658.6%
ONTO vs GFI
+904.3%
-245.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.7% | +6.4% |
| 7D | -1.0% | +3.1% | -4.2% | -1.6% |
| 30D | -2.9% | +27.1% | -30.0% | -6.6% |
| 3M | -2.5% | +21.2% | -23.6% | -5.8% |
| 6M | +28.2% | -4.5% | +32.7% | +27.8% |
| YTD | +69.8% | +11.7% | +58.0% | +65.4% |
| 1Y | +162.9% | +46.0% | +116.8% | +146.4% |
| 3Y | +95.9% | +309.6% | -213.6% | +55.2% |
| 5Y | +244.5% | +506.0% | -261.6% | +145.3% |
| All | +658.6% | +904.3% | -245.7% | +387.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling