+143.6%
ONTO vs GRMN
+126.9%
+16.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.8% | +7.1% | +7.9% |
| 7D | +16.4% | +1.7% | +14.7% | +15.6% |
| 30D | -21.4% | +10.2% | -31.6% | -26.3% |
| 3M | -32.7% | -4.7% | -28.0% | -31.3% |
| 6M | -25.2% | +22.3% | -47.5% | -35.8% |
| YTD | +36.2% | +46.7% | -10.4% | +3.4% |
| 1Y | +61.2% | +49.6% | +11.5% | +20.8% |
| 3Y | +58.7% | +165.3% | -106.6% | -30.4% |
| 5Y | +143.6% | +130.3% | +13.3% | +15.1% |
| All | +143.6% | +126.9% | +16.7% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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