+131.1%
FITB vs ONTO
+118.2%
+12.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.5% | -1.2% |
| 7D | +2.8% | +9.7% | -6.8% | +1.6% |
| 30D | -4.5% | -8.8% | +4.3% | -3.7% |
| 3M | +5.7% | +4.5% | +1.1% | +3.1% |
| 6M | +17.1% | +56.4% | -39.3% | +6.9% |
| YTD | +18.3% | +78.1% | -59.7% | +5.5% |
| 1Y | +23.9% | +171.3% | -147.4% | +3.2% |
| 3Y | +131.1% | +118.7% | +12.4% | +79.4% |
| All | +131.1% | +118.2% | +12.9% | +79.4% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling