+257.1%
FAST vs ONTO
+476.3%
-219.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | -0.2% |
| 7D | +4.2% | +17.5% | -13.4% | +1.4% |
| 30D | +6.7% | -15.7% | +22.3% | +8.7% |
| 3M | +8.0% | -39.7% | +47.8% | +15.4% |
| 6M | +27.4% | -26.5% | +53.9% | +28.6% |
| YTD | +40.5% | +29.0% | +11.5% | +26.1% |
| 1Y | +38.4% | +57.0% | -18.6% | +19.3% |
| 3Y | +98.7% | +50.0% | +48.7% | +56.4% |
| 5Y | +106.7% | +127.3% | -20.6% | +37.1% |
| All | +257.1% | +476.3% | -219.2% | +57.7% |
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