+298.7%
FLEX vs ONTO
+56.0%
+242.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | +0.1% |
| 7D | +17.1% | +34.4% | -17.3% | +1.2% |
| 30D | -29.5% | -20.4% | -9.1% | -21.3% |
| 3M | -37.3% | -37.8% | +0.6% | -22.1% |
| 6M | -44.1% | -24.6% | -19.5% | -36.9% |
| YTD | +29.3% | +32.8% | -3.5% | +14.9% |
| 1Y | +24.2% | +54.7% | -30.6% | +4.1% |
| All | +298.7% | +56.0% | +242.7% | +211.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling