+254.8%
FAST vs ONTO
+459.0%
-204.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.2% |
| 7D | +4.8% | -2.4% | +7.2% | +4.7% |
| 30D | +8.6% | -32.9% | +41.5% | +14.7% |
| 3M | +5.7% | -32.2% | +37.9% | +10.6% |
| 6M | +25.5% | -30.6% | +56.1% | +27.9% |
| YTD | +39.6% | +25.1% | +14.5% | +25.9% |
| 1Y | +35.5% | +40.0% | -4.5% | +19.3% |
| 3Y | +96.2% | +45.7% | +50.5% | +55.2% |
| 5Y | +110.2% | +128.8% | -18.6% | +38.7% |
| All | +254.8% | +459.0% | -204.2% | +57.5% |
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