+390.5%
ONTO vs FDS
+38.0%
+352.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.7% | +14.8% | +12.0% |
| 7D | -14.0% | -0.5% | -13.5% | -14.2% |
| 30D | -43.1% | +20.2% | -63.3% | -46.5% |
| 3M | -35.5% | +19.9% | -55.4% | -40.1% |
| 6M | -41.1% | +56.2% | -97.2% | -53.6% |
| YTD | +9.8% | +14.6% | -4.8% | -0.6% |
| 1Y | +31.5% | +31.6% | -0.1% | +8.1% |
| 3Y | +45.2% | -23.8% | +69.0% | +62.5% |
| 5Y | +86.7% | -22.6% | +109.3% | +104.0% |
| All | +390.5% | +38.0% | +352.4% | +254.9% |
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