+57.0%
ONTO vs GWRE
-28.5%
+85.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -3.2% |
| 7D | +17.5% | -2.0% | +19.5% | +16.8% |
| 30D | -15.7% | -4.1% | -11.6% | -16.1% |
| 3M | -39.7% | -13.4% | -26.4% | -40.5% |
| 6M | -26.5% | +26.0% | -52.5% | -18.5% |
| YTD | +29.0% | -21.3% | +50.3% | +40.2% |
| 1Y | +57.0% | -27.5% | +84.5% | +71.7% |
| All | +57.0% | -28.5% | +85.5% | +71.7% |
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