+70.2%
FOXA vs ONTO
+136.3%
-66.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -3.1% |
| 7D | -2.9% | +34.4% | -37.3% | -5.2% |
| 30D | +5.1% | -20.4% | +25.6% | +6.6% |
| 3M | +4.7% | -37.8% | +42.5% | +8.1% |
| 6M | -0.2% | -24.6% | +24.3% | -0.6% |
| YTD | -9.2% | +32.8% | -42.1% | -16.7% |
| 1Y | -0.6% | +54.7% | -55.3% | -10.8% |
| 3Y | +125.7% | +54.7% | +71.0% | +85.4% |
| 5Y | +70.2% | +134.0% | -63.8% | +22.0% |
| All | +70.2% | +136.3% | -66.1% | +22.0% |
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