+126.9%
FOXA vs ONTO
+476.3%
-349.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +4.5% |
| 7D | +2.7% | +17.5% | -14.8% | +0.4% |
| 30D | +10.0% | -15.7% | +25.6% | +11.7% |
| 3M | +5.0% | -39.7% | +44.7% | +10.9% |
| 6M | +3.4% | -26.5% | +29.9% | +3.4% |
| YTD | -5.5% | +29.0% | -34.5% | -15.8% |
| 1Y | +5.5% | +57.0% | -51.4% | -9.5% |
| 3Y | +139.3% | +50.0% | +89.3% | +86.6% |
| 5Y | +77.2% | +127.3% | -50.1% | +16.7% |
| All | +126.9% | +476.3% | -349.5% | -3.6% |
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