+341.5%
ONTO vs GRMN
+282.1%
+59.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -1.0% | -14.6% | -15.0% |
| 7D | -29.7% | +2.3% | -32.0% | -31.0% |
| 30D | -50.3% | +2.6% | -52.9% | -51.7% |
| 3M | -43.5% | -5.0% | -38.5% | -42.1% |
| 6M | -48.9% | +23.1% | -71.9% | -57.5% |
| YTD | -1.2% | +42.9% | -44.1% | -26.5% |
| 1Y | +14.9% | +41.7% | -26.8% | -13.9% |
| 3Y | +31.2% | +160.7% | -129.5% | -44.9% |
| 5Y | +68.1% | +124.2% | -56.1% | -20.8% |
| All | +341.5% | +282.1% | +59.4% | +34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling