-66.3%
FIS vs ONTO
+688.0%
-754.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.5% | -3.3% |
| 7D | -9.1% | +9.4% | -18.4% | -10.3% |
| 30D | -10.4% | -4.4% | -6.0% | -10.3% |
| 3M | -3.7% | +1.6% | -5.3% | -6.8% |
| 6M | -24.8% | +45.3% | -70.0% | -33.0% |
| YTD | -41.6% | +76.4% | -117.9% | -50.4% |
| 1Y | -42.7% | +167.2% | -209.9% | -56.0% |
| 3Y | -26.2% | +116.6% | -142.8% | -47.6% |
| 5Y | -66.1% | +263.7% | -329.9% | -81.0% |
| All | -66.3% | +688.0% | -754.3% | -88.5% |
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