-50.4%
FISV vs ONTO
+695.7%
-746.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.9% | -8.9% | -4.7% |
| 7D | -1.6% | +9.7% | -11.2% | -3.0% |
| 30D | -3.0% | -8.8% | +5.9% | -2.1% |
| 3M | -3.5% | +4.5% | -8.0% | -7.2% |
| 6M | -19.4% | +56.4% | -75.8% | -29.2% |
| YTD | -24.3% | +78.1% | -102.4% | -35.6% |
| 1Y | -62.4% | +171.3% | -233.6% | -71.2% |
| 3Y | -58.2% | +118.7% | -176.8% | -70.2% |
| 5Y | -56.5% | +269.4% | -325.9% | -75.8% |
| All | -50.4% | +695.7% | -746.0% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling