+658.6%
ONTO vs FCUV
-98.7%
+757.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -13.7% | +19.8% | +6.3% |
| 7D | -1.0% | +62.8% | -63.9% | -1.8% |
| 30D | -2.9% | +66.5% | -69.4% | -4.0% |
| 3M | -2.5% | +459.9% | -462.4% | -10.3% |
| 6M | +28.2% | -12.4% | +40.6% | +22.2% |
| YTD | +69.8% | -47.5% | +117.3% | +63.6% |
| 1Y | +162.9% | -80.5% | +243.4% | +158.4% |
| 3Y | +95.9% | -97.6% | +193.6% | +92.9% |
| 5Y | +244.5% | -99.5% | +344.0% | +245.2% |
| All | +658.6% | -98.7% | +757.3% | +628.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling