-41.0%
FIS vs ONTO
+167.3%
-208.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.9% | -10.8% | -5.3% |
| 7D | -3.5% | +9.7% | -13.1% | -2.3% |
| 30D | -7.8% | -8.8% | +1.0% | -8.4% |
| 3M | +0.8% | +4.5% | -3.7% | +2.2% |
| 6M | -21.9% | +56.4% | -78.3% | -20.1% |
| YTD | -39.5% | +78.1% | -117.6% | -37.9% |
| 1Y | -41.0% | +171.3% | -212.2% | -37.4% |
| All | -41.0% | +167.3% | -208.3% | -37.4% |
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