+508.7%
ONTO vs FDS
+41.0%
+467.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.7% | +6.2% | +8.2% |
| 7D | +16.4% | -2.1% | +18.5% | +16.9% |
| 30D | -21.4% | +16.0% | -37.4% | -25.3% |
| 3M | -32.7% | +18.8% | -51.5% | -37.3% |
| 6M | -25.2% | +54.1% | -79.3% | -40.2% |
| YTD | +36.2% | +17.0% | +19.2% | +22.8% |
| 1Y | +61.2% | +25.5% | +35.6% | +37.7% |
| 3Y | +58.7% | -23.3% | +82.0% | +78.5% |
| 5Y | +143.6% | -22.6% | +166.3% | +169.3% |
| All | +508.7% | +41.0% | +467.7% | +338.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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