-55.1%
FIS vs ONTO
+36.2%
-91.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | +0.1% |
| 7D | -27.4% | -2.4% | -25.0% | -27.6% |
| 30D | -16.8% | -32.9% | +16.1% | -20.7% |
| 3M | -32.6% | -32.2% | -0.4% | -35.2% |
| 6M | -33.4% | -30.6% | -2.8% | -35.0% |
| YTD | -56.0% | +25.1% | -81.2% | -57.5% |
| 1Y | -55.1% | +40.0% | -95.1% | -56.8% |
| All | -55.1% | +36.2% | -91.3% | -56.8% |
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 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