-60.0%
FISV vs ONTO
+113.5%
-173.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.4% | -4.3% |
| 7D | -6.4% | +9.4% | -15.8% | -6.5% |
| 30D | -6.8% | -4.4% | -2.4% | -6.8% |
| 3M | -10.0% | +1.6% | -11.6% | -10.8% |
| 6M | -20.6% | +45.3% | -65.9% | -23.7% |
| YTD | -27.6% | +76.4% | -103.9% | -31.4% |
| 1Y | -64.3% | +167.2% | -231.5% | -67.7% |
| All | -60.0% | +113.5% | -173.5% | -66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling