+476.3%
ONTO vs FCUV
-99.5%
+575.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +136.0% | -138.9% | -4.4% |
| 7D | +17.5% | +148.8% | -131.3% | +15.5% |
| 30D | -15.7% | +95.0% | -110.7% | -16.8% |
| 3M | -39.7% | +27.8% | -67.5% | -40.8% |
| 6M | -26.5% | +121.0% | -147.5% | -32.4% |
| YTD | +29.0% | -78.1% | +107.1% | +24.2% |
| 1Y | +57.0% | -94.3% | +151.2% | +56.1% |
| 3Y | +50.0% | -98.9% | +148.9% | +47.4% |
| 5Y | +127.3% | -99.7% | +227.0% | +127.2% |
| All | +476.3% | -99.5% | +575.8% | +453.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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