+424.8%
FLEX vs ONTO
+124.4%
+300.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -2.7% |
| 7D | +7.5% | +17.5% | -10.1% | -0.2% |
| 30D | -25.3% | -15.7% | -9.6% | -18.9% |
| 3M | -39.7% | -39.7% | 0.0% | -24.5% |
| 6M | -47.9% | -26.5% | -21.4% | -40.7% |
| YTD | +24.1% | +29.0% | -4.9% | +11.6% |
| 1Y | +26.0% | +57.0% | -31.0% | +4.9% |
| 3Y | +282.7% | +50.0% | +232.7% | +194.1% |
| All | +424.8% | +124.4% | +300.4% | +201.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling