+111.1%
FAST vs ONTO
+146.7%
-35.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.9% | -7.7% | +0.2% |
| 7D | +4.3% | +16.4% | -12.1% | +2.2% |
| 30D | +8.3% | -21.4% | +29.8% | +10.7% |
| 3M | +6.5% | -32.7% | +39.2% | +10.4% |
| 6M | +29.5% | -25.2% | +54.7% | +30.3% |
| YTD | +41.3% | +36.2% | +5.0% | +29.2% |
| 1Y | +37.4% | +61.2% | -23.8% | +22.4% |
| 3Y | +98.5% | +58.7% | +39.9% | +62.6% |
| 5Y | +111.1% | +143.6% | -32.5% | +45.7% |
| All | +111.1% | +146.7% | -35.6% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling