+3.5%
FLUT vs ONTO
+688.0%
-684.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -2.6% | +9.4% | -12.0% | -4.0% |
| 30D | +5.4% | -4.4% | +9.8% | +5.6% |
| 3M | -10.8% | +1.6% | -12.4% | -13.7% |
| 6M | -9.2% | +45.3% | -54.5% | -18.9% |
| YTD | -53.8% | +76.4% | -130.2% | -60.7% |
| 1Y | -66.0% | +167.2% | -233.1% | -73.5% |
| 3Y | -44.7% | +116.6% | -161.2% | -57.8% |
| 5Y | -50.6% | +263.7% | -314.3% | -66.5% |
| All | +3.5% | +688.0% | -684.5% | -26.8% |
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