+253.1%
FAST vs ONTO
+449.2%
-196.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.0% | -9.0% | +1.1% |
| 7D | +3.8% | +1.4% | +2.5% | +3.1% |
| 30D | +8.1% | -34.1% | +42.2% | +14.4% |
| 3M | +5.8% | -37.1% | +42.9% | +12.0% |
| 6M | +24.9% | -31.8% | +56.7% | +27.6% |
| YTD | +38.9% | +22.9% | +16.0% | +25.7% |
| 1Y | +36.5% | +39.5% | -3.0% | +20.2% |
| 3Y | +98.1% | +57.7% | +40.5% | +53.1% |
| 5Y | +109.3% | +115.8% | -6.5% | +40.1% |
| All | +253.1% | +449.2% | -196.1% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling