-65.6%
FIS vs ONON
-24.2%
-41.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.2% |
| 7D | -9.1% | -3.5% | -5.6% | -8.5% |
| 30D | -10.4% | -30.8% | +20.3% | -5.3% |
| 3M | -3.7% | -29.8% | +26.1% | +1.5% |
| 6M | -24.8% | -34.8% | +10.1% | -20.1% |
| YTD | -41.6% | -42.3% | +0.7% | -36.7% |
| 1Y | -42.7% | -39.5% | -3.2% | -38.8% |
| 3Y | -26.2% | -9.3% | -16.9% | -29.0% |
| All | -65.6% | -24.2% | -41.4% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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