+130.7%
ONTO vs FFIV
+35.3%
+95.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -0.8% |
| 7D | +17.5% | -0.5% | +18.1% | +18.3% |
| 30D | -15.7% | -32.4% | +16.7% | +10.7% |
| 3M | -39.7% | -25.7% | -14.0% | -27.2% |
| 6M | -26.5% | -13.5% | -13.0% | -21.5% |
| YTD | +29.0% | +21.1% | +7.9% | +1.0% |
| 1Y | +57.0% | +29.4% | +27.5% | +15.3% |
| 3Y | +50.0% | +94.9% | -44.9% | -26.2% |
| All | +130.7% | +35.3% | +95.4% | +60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling