+269.4%
ONTO vs GNRC
-57.1%
+326.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +4.2% |
| 7D | +9.7% | +4.8% | +4.8% | +7.4% |
| 30D | -8.8% | -10.4% | +1.6% | -3.8% |
| 3M | +4.5% | -28.5% | +33.0% | +23.2% |
| 6M | +56.4% | -6.8% | +63.2% | +65.1% |
| YTD | +78.1% | +39.5% | +38.6% | +59.1% |
| 1Y | +171.3% | +3.4% | +167.9% | +170.0% |
| 3Y | +118.7% | +65.1% | +53.5% | +76.4% |
| 5Y | +269.4% | -57.1% | +326.5% | +329.9% |
| All | +269.4% | -57.1% | +326.5% | +329.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling