-74.6%
FIS vs ONTO
+459.0%
-533.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.3% |
| 7D | -27.4% | -2.4% | -25.0% | -27.2% |
| 30D | -16.8% | -32.9% | +16.1% | -12.8% |
| 3M | -32.6% | -32.2% | -0.4% | -30.1% |
| 6M | -33.4% | -30.6% | -2.8% | -33.0% |
| YTD | -56.0% | +25.1% | -81.2% | -61.3% |
| 1Y | -55.1% | +40.0% | -95.1% | -61.5% |
| 3Y | -41.4% | +45.7% | -87.1% | -55.9% |
| 5Y | -72.7% | +128.8% | -201.4% | -83.4% |
| All | -74.6% | +459.0% | -533.7% | -91.0% |
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