-83.2%
FIG vs ONTO
+94.0%
-177.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +12.0% | -8.8% | +4.2% |
| 7D | -12.6% | +1.4% | -14.0% | -12.8% |
| 30D | -13.8% | -34.1% | +20.3% | -18.6% |
| 3M | -16.7% | -37.1% | +20.4% | -21.3% |
| 6M | -6.1% | -31.8% | +25.7% | -10.6% |
| YTD | -48.1% | +22.9% | -71.0% | -56.8% |
| 1Y | -56.2% | +39.5% | -95.7% | -64.8% |
| All | -83.2% | +94.0% | -177.2% | -85.8% |
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