+689.4%
FLEX vs ONTO
+390.5%
+299.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.1% | -6.5% | -0.9% |
| 7D | -19.3% | -14.0% | -5.3% | -12.9% |
| 30D | -41.5% | -43.1% | +1.5% | -22.7% |
| 3M | -43.1% | -35.5% | -7.6% | -30.2% |
| 6M | -48.2% | -41.1% | -7.1% | -34.1% |
| YTD | +15.5% | +9.8% | +5.7% | +9.1% |
| 1Y | +10.2% | +31.5% | -21.3% | -4.2% |
| 3Y | +256.8% | +45.2% | +211.7% | +155.6% |
| 5Y | +408.2% | +86.7% | +321.5% | +187.9% |
| All | +689.4% | +390.5% | +299.0% | +114.6% |
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 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