-55.8%
FISV vs ONTO
+246.7%
-302.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.8% |
| 7D | -7.2% | +6.5% | -13.7% | -7.7% |
| 30D | -7.2% | -15.9% | +8.7% | -6.2% |
| 3M | -8.2% | -0.2% | -8.0% | -9.9% |
| 6M | -17.7% | +38.7% | -56.4% | -22.9% |
| YTD | -27.2% | +70.4% | -97.5% | -33.8% |
| 1Y | -63.0% | +153.6% | -216.6% | -68.5% |
| 3Y | -59.8% | +109.2% | -168.9% | -67.7% |
| 5Y | -55.8% | +249.7% | -305.5% | -70.6% |
| All | -55.8% | +246.7% | -302.5% | -70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling