+116.1%
FOXA vs ONTO
+661.2%
-545.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +2.5% |
| 7D | -3.7% | +6.5% | -10.3% | -4.7% |
| 30D | +5.4% | -15.9% | +21.3% | +7.6% |
| 3M | -3.7% | -0.2% | -3.6% | -6.3% |
| 6M | +12.6% | +38.7% | -26.2% | +2.4% |
| YTD | -10.0% | +70.4% | -80.3% | -21.8% |
| 1Y | +15.0% | +153.6% | -138.6% | -8.1% |
| 3Y | +115.1% | +109.2% | +5.9% | +60.5% |
| 5Y | +93.0% | +249.7% | -156.7% | +18.0% |
| All | +116.1% | +661.2% | -545.0% | -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 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