-80.9%
FIG vs ONTO
+178.4%
-259.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.4% |
| 7D | -14.5% | +9.4% | -23.8% | -13.3% |
| 30D | -13.3% | -4.4% | -8.9% | -13.6% |
| 3M | +7.4% | +1.6% | +5.8% | +6.4% |
| 6M | -27.8% | +45.3% | -73.0% | -33.3% |
| YTD | -41.1% | +76.4% | -117.5% | -48.6% |
| 1Y | -58.7% | +167.2% | -225.9% | -65.2% |
| All | -80.9% | +178.4% | -259.3% | -83.1% |
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