+658.6%
ONTO vs GNRC
+102.5%
+556.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.4% | +3.8% | +5.0% |
| 7D | -1.0% | +1.9% | -3.0% | -1.9% |
| 30D | -2.9% | -13.8% | +10.9% | +4.9% |
| 3M | -2.5% | -32.6% | +30.2% | +19.9% |
| 6M | +28.2% | -15.2% | +43.4% | +41.4% |
| YTD | +69.8% | +37.4% | +32.4% | +49.1% |
| 1Y | +162.9% | +5.1% | +157.7% | +157.1% |
| 3Y | +95.9% | +57.5% | +38.4% | +54.0% |
| 5Y | +244.5% | -58.7% | +303.2% | +373.8% |
| All | +658.6% | +102.5% | +556.0% | +282.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling