+43.1%
ONTO vs GWRE
-24.5%
+67.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +5.9% | -14.6% | -6.9% |
| 7D | -17.4% | +2.2% | -19.6% | -16.5% |
| 30D | -43.2% | +4.5% | -47.7% | -42.0% |
| 3M | -35.7% | +6.4% | -42.2% | -33.0% |
| 6M | -38.3% | +18.8% | -57.1% | -30.7% |
| YTD | +17.1% | -15.1% | +32.2% | +31.4% |
| 1Y | +43.1% | -23.4% | +66.6% | +70.7% |
| All | +43.1% | -24.5% | +67.7% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 1y: compounded portfolio wealth divided by compounded GWRE 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…
1y analysis · Full analysis span regression · 6 months rolling