+784.3%
FLEX vs ONTO
+449.2%
+335.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +12.0% | 0.0% | +6.1% |
| 7D | -7.2% | +1.4% | -8.5% | -7.4% |
| 30D | -34.8% | -34.1% | -0.6% | -19.6% |
| 3M | -35.6% | -37.1% | +1.5% | -19.5% |
| 6M | -45.0% | -31.8% | -13.2% | -34.6% |
| YTD | +29.4% | +22.9% | +6.5% | +15.8% |
| 1Y | +24.8% | +39.5% | -14.7% | +5.4% |
| 3Y | +304.4% | +57.7% | +246.7% | +178.7% |
| 5Y | +484.1% | +115.8% | +368.3% | +207.5% |
| All | +784.3% | +449.2% | +335.1% | +127.7% |
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