+658.6%
ONTO vs GWRE
+45.4%
+613.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -19.9% | +26.1% | +13.2% |
| 7D | -1.0% | -21.1% | +20.1% | +6.0% |
| 30D | -2.9% | +1.3% | -4.2% | -5.9% |
| 3M | -2.5% | +7.4% | -9.9% | -10.9% |
| 6M | +28.2% | +5.6% | +22.6% | +12.4% |
| YTD | +69.8% | -19.2% | +89.0% | +69.9% |
| 1Y | +162.9% | -25.1% | +188.0% | +168.3% |
| 3Y | +95.9% | +87.7% | +8.2% | +0.3% |
| 5Y | +244.5% | +32.0% | +212.4% | +122.1% |
| All | +658.6% | +45.4% | +613.2% | +282.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling