-51.1%
FIS vs ONTO
+46.1%
-97.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -8.7% | -15.0% | -24.6% |
| 7D | -18.4% | -17.4% | -1.0% | -20.3% |
| 30D | -11.4% | -43.2% | +31.8% | -17.1% |
| 3M | -32.0% | -35.7% | +3.8% | -35.0% |
| 6M | -35.6% | -38.3% | +2.7% | -37.7% |
| YTD | -53.8% | +17.1% | -70.9% | -56.2% |
| 1Y | -51.1% | +43.1% | -94.2% | -54.6% |
| All | -51.1% | +46.1% | -97.2% | -54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling