-49.7%
FISV vs ONTO
+696.1%
-745.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +4.7% |
| 7D | -2.7% | +4.9% | -7.6% | -3.4% |
| 30D | 0.0% | -16.6% | +16.7% | +2.4% |
| 3M | -2.8% | -7.3% | +4.5% | -4.3% |
| 6M | -11.8% | +45.9% | -57.8% | -21.4% |
| YTD | -23.2% | +78.2% | -101.4% | -34.7% |
| 1Y | -62.0% | +159.8% | -221.8% | -70.7% |
| 3Y | -57.6% | +123.4% | -181.0% | -70.0% |
| 5Y | -53.4% | +265.8% | -319.2% | -73.9% |
| All | -49.7% | +696.1% | -745.8% | -82.9% |
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