+238.0%
ONTO vs GPC
+30.9%
+207.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.0% | +5.7% |
| 7D | -1.0% | +1.2% | -2.2% | -1.5% |
| 30D | -2.9% | +6.0% | -8.9% | -5.1% |
| 3M | -2.5% | +42.6% | -45.1% | -18.7% |
| 6M | +28.2% | +22.8% | +5.5% | +14.5% |
| YTD | +69.8% | +15.5% | +54.3% | +53.3% |
| 1Y | +162.9% | +2.0% | +160.8% | +152.9% |
| 3Y | +95.9% | -1.4% | +97.4% | +82.1% |
| All | +238.0% | +30.9% | +207.1% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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