+508.7%
ONTO vs FFIV
+121.8%
+386.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.9% | +8.0% | +8.3% |
| 7D | +16.4% | -2.9% | +19.3% | +19.7% |
| 30D | -21.4% | -32.4% | +11.0% | +2.1% |
| 3M | -32.7% | -22.7% | -10.0% | -21.5% |
| 6M | -25.2% | -10.7% | -14.5% | -21.6% |
| YTD | +36.2% | +25.4% | +10.9% | +7.9% |
| 1Y | +61.2% | +34.2% | +27.0% | +20.5% |
| 3Y | +58.7% | +101.2% | -42.5% | -14.0% |
| 5Y | +143.6% | +42.0% | +101.7% | +69.4% |
| All | +508.7% | +121.8% | +386.9% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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