+211.6%
FTI vs ONTO
+51.5%
+160.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +4.9% | +2.5% |
| 7D | +4.3% | +17.5% | -13.2% | +1.5% |
| 30D | -4.7% | -15.7% | +11.0% | -2.8% |
| 3M | -13.5% | -39.7% | +26.2% | -7.6% |
| 6M | -8.7% | -26.5% | +17.8% | -7.4% |
| YTD | +49.0% | +29.0% | +20.0% | +34.2% |
| 1Y | +54.0% | +57.0% | -2.9% | +33.5% |
| 3Y | +211.6% | +50.0% | +161.6% | +141.3% |
| All | +211.6% | +51.5% | +160.1% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling