+269.4%
ONTO vs GWRE
+22.2%
+247.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.8% | +12.7% | +6.8% |
| 7D | +9.7% | -25.6% | +35.2% | +16.5% |
| 30D | -8.8% | -12.2% | +3.4% | -7.9% |
| 3M | +4.5% | +17.7% | -13.2% | -6.4% |
| 6M | +56.4% | -11.3% | +67.8% | +52.3% |
| YTD | +78.1% | -25.5% | +103.6% | +85.9% |
| 1Y | +171.3% | -42.8% | +214.1% | +224.2% |
| 3Y | +118.7% | +59.0% | +59.6% | +28.9% |
| 5Y | +269.4% | +21.6% | +247.8% | +158.1% |
| All | +269.4% | +22.2% | +247.2% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling