+10.2%
FLEX vs ONTO
+27.4%
-17.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.1% | -6.5% | -2.3% |
| 7D | -19.3% | -14.0% | -5.3% | -11.3% |
| 30D | -41.5% | -43.1% | +1.5% | -18.2% |
| 3M | -43.1% | -35.5% | -7.6% | -27.4% |
| 6M | -48.2% | -41.1% | -7.1% | -31.0% |
| YTD | +15.5% | +9.8% | +5.7% | +3.6% |
| 1Y | +10.2% | +31.5% | -21.3% | -10.5% |
| All | +10.2% | +27.4% | -17.1% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling